Finance

Quick Cost Estimator for Construction

While visiting RealEstateJournal.com I found this quick construction cost estimator by RSMeans.  read more »


Woman Owned Business

I was recently asked to write about the best sources of financing for a woman owned manufacturer.  read more »


Valuable Retirement Accounts

Investors are often confused about the difference between retirement accounts and investments. Let me clarify.  read more »


Adjustable Rate Mortgages

I had a student who wanted to purchase a house to “flip”. He indicated he talked to his real estate broker and she indicated that now is not the time to get an adjustable rate mortgage.  read more »


Clouded Title

What to do when there is a problem with title

I recently read a question posted at “Google Answers” by a troubled property owner who explains that he inherited vacant property that is encumbered by a deed of trust.  read more »


Secret Recipe Revealed

Every investor has a set of criteria for investing, even if they do not know it. For example, I had a client who regularly gave me the ticker symbols of companies that he was considering puchasing.  read more »


Respected Professionals

Financial services should be delivered, not sold

The ABC's of a Financial Education

AVOID:
Popular magazines, books, and personalities.
Most seminars (most are offered by sales professionals).More...  read more »


Ask Around

Talk to respected professionals to find other respected professionals

The best tip I can pass on to you regarding referrals is to be very picky whom you ask.  read more »


Three Letters for India

Global investments attracted me

Today I invested in the Morgan Stanley India Investment Fund, Inc (IIF).  read more »


Educate Yourself

The ABC’s of a Financial Education
AVOID:
Popular magazines, books, and personalities.
Most seminars (most are offered by sales professionals).  read more »