Weekly Notables 1-8-20

Weekly Notables 1-8-20

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of January 08, 2020 Getting the basics right, first… This week’s notable personal finance article covers the importance of the initial building blocks that the foundation of your...
Weekly Notables 1-8-20

Weekly Notables 12-18-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of December 18, 2019 Tax-deferred, not tax-free… This week’s notable retirement article takes us thru the negative side of tax-deferred accounts, i.e. taxes due on withdrawals.  ...
Weekly Notables 1-8-20

Weekly Notables 12-11-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of December 11, 2019 Ode to the ROTH… This week’s notable investing article covers the many ways a ROTH IRA can be utilized outside of just retirement investing. The article covers a...
Weekly Notables 1-8-20

Weekly Notables 12-4-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of December 04, 2019 Effective use of financial psychology… This week’s notable personal finance article covers the practical implementation of financial psychology theory developed by Dr....
Weekly Notables 1-8-20

Weekly Notables 11-27-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of November 27, 2019 Industry consolidation… This week’s investing article details reports that brokerage firm Charles Schwab is in talks to purchase TD Ameritrade for $26 billion. This...
Weekly Notables 1-8-20

Weekly Notables 11-20-19

Weekly Notables from the Desk of Brian Bickett, CFP® for the Week of November 20, 2019 How can they afford that… This week’s personal finance article explores the seemingly more common phenomenon of comparing your financial situation and lifestyle to that...