2013

Sizing Up Your Investment Risk

Albert Einstein – “Not Everything That Counts Can Be Counted” If you have money in, or are just thinking about, emerging market mutual funds, I would strongly suggest that you incorporate the message found in the Einstein quote in your thought process. The investment community’s assessment of emerging markets seems to focus its evaluations on […]

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Holiday Shopping Tips to Keep You from Breaking the Bank

Here are some smart planning tips courtesy of Bills.com that can help you save $500 or more before the holidays. Budget Before employing any other savings tactics, create a holiday budget. Calculate the amount available to spend on holiday festivities, including gifts, cards, postage, decorations, entertaining, tips and travel costs. Break up with the barista  Breaking

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Common Sense: You Can’t See It or Touch It, But It’s a Great Investing Tool

Fund investors have dozens of tools to choose from to help them make smart mutual fund investment choices. Fund databases, websites, calculators, screening software, newsletters, videos, publications, message boards, and financial media are readily available. For many individuals, the investing process is a bit of a mystery, and they are intimidated by a perceived information-overload.

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MortgageLoan.com

Considering lending your children money for a down payment, or co-signing a mortgage? Here’s a helpful article for parents on the options available to them to help their children to purchase a home. It’s from our latest Cool New Friend, MortgageLoan.com. The website has other great articles about mortgages and financing, along with many different

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Women’s Wellness Journey

Need time to explore and restore? I am excited to share the first EVER “Women’s Wellness Journey” at beautiful Spa Ojai, October 6th – 9th.  WIFE co-founder and brilliant wealth expert Candace Bahr and I came up with an innovative (and proprietary) M.A.P. Process.  M.A.P. stands for Mindset, Abundance and Purpose – the three key

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Don’t get taken in by the latest financial scam

Can you spot a financial scam. The new Financial Fraud and Susceptibility survey bets you can’t. About 40% of the 2,400 people surveyed recently said they’d be enticed by a fully guaranteed investment, especially if it offered an annual return of 110%. Really? Bernie Madoff’s guaranteed return rate was only 12%, and that was clearly

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Should Kiplinger’s “Favorite Funds” Be Your Choices?

For several years now, the Kiplinger Personal Finance magazine has put together a selection of mutual fund recommendations it calls the “Kiplinger 25.” This is a portfolio of 25 no-load funds, in five different categories, that it considers to be of top quality. This portfolio, which also appears on the Kiplinger.com website, is fairly static,

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BlackRock’s Misguided Guidance – The Devil Is in the Details

New York-based investment manager, BlackRock Investments, LLC, started running a full- and half-page color ads in the Wall Street Journal. The attention-grabbing ad headline, in large bold letters, that “Traditional Bond Funds You Once Considered Safe Investments May Not Be So Safe Anymore” must have been a bit unnerving to some bond investors. The advertisements’

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Attracting Women Clients: First, Identify Their R.E.A.L. Needs

WIFE.org co-founders Candace Bahr, CEA, CDFA and Ginita Wall discuss the importance of women’s R.E.A.L. needs in a recent article featured in Horsesmouth. Excerpt: Women need financial advisors, and advisors need clients. Women hold more than half the wealth in this country and are projected to hold up to 63% by 2020. Because women have

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Life After Divorce: Time to Reevaluate Your Financial Life

Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on all the parties involved.  But now that you’ve made it through the process, it’s time to reevaluate your financial life as a single person. Take control of your debt While you’re adjusting to your new budget,

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What is Your Greatest Risk?

My grandmother and my mother-in-law each lived to age 96. Many of us know women who lived to age 100 or later.  A lot of women are afraid of a stock market decline, but because we are living longer than ever before, there’s actually something that could be more devastating to your hard earned wealth—the

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Home transfers in divorce can render mortgage interest non-deductible.

There are three parties to every divorce: the husband, the wife, and Uncle Sam. Uncle Sam is very picky about interest deductions on home mortgages, and a misstep can cost your client a tax deduction. Here’s a common situation that can trip you up, and ways to get around it. Your client agrees to transfer

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Job-Applications.com

Is your teenager looking for a summer job? Are you looking for employment? Job-Applications.com is a central resource where you can research jobs available and download applications for major employers. In addition to hundreds of printable and online applications for retail stores, department stores, pharmacies, grocery stores, restaurants, shops, etc., you’ll also find tips for putting together

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Today’s 5 minute Small Step: Is this the best use of my thoughts of right now?

The first small step we shared was constantly asking yourself, “Is this the best use of my time?”  That led me to ask this question throughout the day:  Is this the best use of my thoughts right now?  The mind averages sixty thousand thoughts per day, and some experts estimate that 80% of these are

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The Spending Strike

Sarah Baker, a long-time member of WIFE, along with her husband and children, took on the challenge of a month-long spending strike. They paid their mortgage, utilities, and insurance but cut out all other spending. Keeping track of what they would have spent, the Bakers discovered they had saved nearly six hundred dollars that would

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Should You file Taxes Jointly or Separately?

It’s tax time again, and many are wondering whether they should file jointly with their soon-to-be-ex-spouse. There are many factors that I consider when I meet with clients to determine their best course of action for filing taxes. If you suspect your spouse is cheating on taxes by under-reporting income or over-reporting deductions, you can

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Local Heroes: WIFE Co-Founders Honored by Union Bank and KPBS

As part of its ongoing commitment to cultural diversity and responsible banking, and in celebration of Women’s History Month, Union Bank, N.A., has partnered with KPBS to honor three extraordinary San Diegans for the 2013 Local Heroes program. The 2013 Women History Month honorees are: Candace Bahr and Ginita Wall and Amina Sheik Mohamed. As

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San Diego U-T: For Love and Money

Love and money can lead to disaster if couples don’t consider finances together. A recent survey put money disagreements as the top reason couples argued, ahead of arguments about children, chores, work or friends, according to a survey by Harris Interactive and the American Institute of CPAs. Divorce.com puts financial problems at the top of its list

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Job-Hunt

Job Hunt started 14 years ago to help job seekers and career explorers. Check out the section that gives descriptions and salary and employment stats by career as well as locale and watch videos about those careers.

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He Says, She Says

If your spouse is a risk-taker and you are not (or vice versa), it’s sometimes difficult for you to understand each other. The words just don’t mean what they would mean if you were saying them. With that in mind (and of course a firm desire to improve communication between the sexes), we offer you this handy

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CityTownInfo.com

A career resource  from CityTownInfo.com, is called CTI Career Search . We particularly like Career Stories, a collection of real-world career descriptions on more than 200 different occupations written by people working in each profession.

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