Weekly Notables Archives

Weekly Notables 1-8-20

Weekly Notables from the Desk of Brian Bickett, CFP®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 financial success should be built upon. I have...

Weekly Notables 12-18-19

Weekly Notables from the Desk of Brian Bickett, CFP®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.   While the tax-deferred status is of great...

Weekly Notables 12-11-19

Weekly Notables from the Desk of Brian Bickett, CFP®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 quick primer on ROTH rules including...

Weekly Notables 12-4-19

Weekly Notables from the Desk of Brian Bickett, CFP®Effective use of financial psychology... This week's notable personal finance article covers the practical implementation of financial psychology theory developed by Dr. Brad Klontz at the Creighton University Heider...

Weekly Notables 11-27-19

Weekly Notables from the Desk of Brian Bickett, CFP®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 announcement took the industry by surprise and...

Weekly Notables 11-20-19

Weekly Notables from the Desk of Brian Bickett, CFP®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 of others and asking the question "How do...

Weekly Notables 11-13-19

Weekly Notables from the Desk of Brian Bickett, CFP®One of the benefits of giving... This week's personal finance article explores a recent study on how giving time to help others may help you live longer than giving money. The results of the study found that...

Weekly Notables 11-6-19

Weekly Notables from the Desk of Brian Bickett, CFP®Staying on task... This week's career article covers one small company's experiment with forcing the reduction of the workday to 5 hours The experiment has some interesting results and, in the end, they did need to...

Weekly Notables 10-30-19

Weekly Notables from the Desk of Brian Bickett, CFP®Rate Cut... This week's economic article covers today's Fed announcement of the quarter-point rate cut and commentary regarding guidance on future monetary policy. While the Federal Open Market Committee lowered it's...

Weekly Notables 10-23-19

Weekly Notables from the Desk of Brian Bickett, CFP®ROTH Conversions... This week's tax planning article covers three strategies that can be used to lower lifetime and, in some cases, generational taxes.  One of the strategies on the list is ROTH conversions...

Weekly Notables 10-16-19

Weekly Notables from the Desk of Brian Bickett, CFP®Living YOUR Life... I recently stumbled into this TEDx Talk titled "Why is Everyone So Fat, Broke and Busy?" .   It wasn't until the end that I realized that it was recorded in 2010.  Here I was 9...

Weekly Notables 10-9-19

Weekly Notables from the Desk of Brian Bickett, CFP®The Pension Benefit Guaranty Corporation... This week's retirement income article discusses GE's recent announcement to discontinue their employee pension plan as well as their offer of a lump-sum payment for 100,000...

Weekly Notables 10-2-19

Weekly Notables from the Desk of Brian Bickett, CFP®Social Security COLA... This week's retirement income article covers the expected Social Security COLA to be announced later this month, preparing Social Security Retirement Benefit recipients to be disappointed as...

Weekly Notables 9-25-19

Weekly Notables from the Desk of Brian Bickett, CFP®Mandatory Arbitration... This week's personal finance article explores the topic of mandatory arbitration agreements.  I agree with one of the sources of the article in that there is nothing inherently wrong...

Weekly Notables 9-18-19

Weekly Notables from the Desk of Brian Bickett, CFP®Please enjoy this issue of "Weekly Notables"... This week's edition begins with the first of two personal finance articles which covers how, in specific circumstances, paying cash for diagnostic medical procedures...

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