2010 Technology Tools for Today Conference

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I spent the past four days meeting and networking with advisors and and industry vendors at the 2010 T3 conference at the Torrey Pines Hilton in La Jolla, CA.  My initial expectations for the event were based on the lineup of sessions and vendors, but found out quickly the true conference happens outside the structured… [Continue Reading]

Torrey Pines

I’m in San Diego this week for the 2010 “Technology Tools for Today” conference at the Hilton Torrey Pines hotel.  It is “the” tech event for the financial advisory industry, according to my go to tech expert, Bill Winterberg.  But that’s not what I’m writing about today.  (For those interested in hearing about the conference,… [Continue Reading]

Fidelity.com on Love & Money

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I was recently quoted in a Jeff Wuorio article on Fidelity.com:  With the vast majority of couples making at least some financial decisions together, an identical money mindset can pose special issues. For instance, couples who are unduly conservative with their investments may inadvertently hurt their chances of reaching long-term financial goals, such as funding… [Continue Reading]

Savingforcollege.com on creative savings

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The benefit of micropayments isn’t just in dollars in cents. “The real value is the thought process that these contributions put you into,” he says. “It’s the idea that every small decision you make today is going to add up to something more valuable: college for your children.” – is what I told Erin Peterson,… [Continue Reading]

Just Because You Can, Doesn’t Mean You Should

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  By now you’ve probably seen more than a handful of advertisements or solicitations encouraging you to convert your Traditional IRA into a Roth IRA.  If you haven’t, take a moment to google Roth conversions and see how many ads and articles appear, extolling this opportunity. Why all the hype? 2010 marks the first time… [Continue Reading]