Switched Keys

When advisors talk about business promotion the one thing that I hear the most often is "embrace the social network" and strategically use it to make yourself known. I predict that in the not too distant future the benefits of social networking… more »

I didn't hear Obama's SOTU speech, but reading about it, his MyRA proposal was quite interesting. Over the past 24 hours it has been the buzz among financial planners. In short, through the new MyRA, if your employer participates, you can contribute to… more »

It has been more than six months since my last post. In that time I've been studying and testing for the Enrolled Agent certification. Having passed (presumably in flying colors: I'll never know), now I am waiting for the IRS to process my application.… more »

Introduction If you believe the endorsements of others I'm an expert in Access and Excel. I certainly don't know everything about either program, but compared to others, I’ve probably better harnessed the power of those programs than most.  I suspect I… more »

Several years ago I learned that a car that is over 20 years old is a classic. The classic car club defines it a bit better by saying a classic is between 20 and 40 years. Over 40 and it's an antique. In either case, most people think a classic must be… more »

A person that does many unrelated things is often referred to as a "Jack of All Trades", with the afterward "master of none." Unfortunately, that does not consider the possibility that a gifted person may in fact be a master of many trades. In the dated… more »

  From: 12/30/2007 I was at a Mensa gathering a couple months ago and a couple of people there were talking about their web pages. These were smart people, but they didn't know much about the way today's web works. This is a simple guide to understan… more »