Time For Some Tax Loss Harvesting?

Knowing how to conduct Tax Loss Harvesting is important for tax reasons. Also, it balances out the desire we have to ‘get back to even’, meaning the amount of money we spent to buy an asset. Tax Loss Harvesting Being able to refute the justification of holding onto an asset so it ‘gets back to […]

Would You Have The Courage To Take The Path Less Traveled?

I am not sure I would. Yet I do find it inspiring when I come across it. Being able to look beyond what you think your abilities are, being able to look beyond what goals you have set for yourself and really stretch for something that is bigger than you? These are things not easily […]

Which Comes First: Starting HSA or Maxing 401(k)?

It’s Open Enrollment time, presenting questions such as contributing to a 401k or H S A. Health Savings Accounts With companies rolling out HSAs (Health Savings Accounts) with HDHPs (High Deductible Health Plans), there are more decisions to be made. In general I am a fan of having a HDHP with an HSA for a […]

The (Unintended) Consequences of Technology

In Spring ’87 I watched a film in my Management college class. It’s premise: How do you motivate a line worker on a factory floor, who is spending his day in repetitive tasks? I am pretty sure I don’t need to say how absolutely irrelevant this question is today. Any line worker, likely, feels massive […]

Goal Setting: Doing vs. Being

Some people are natural goal setters; it’s a part of their being as a person. Others learn how through trial and error; they learn how to set goals by doing. Also, there are 2 kinds of goals I wasn’t always a goal setter.  It started my first day of my Freshman year in college.  I […]