Engineer Your FinancesA Systematic Approach To Money

Interview: What’s it all about? More than Money! (Part I)

An accomplished professional, Saly A. Glassman has spent almost 30 years within Merrill Lynch. Her all-female team manages over $2 billion for high net worth individuals, corporations, and institutions. Recognized for her performance, she’s been ranked as: #1 Top Women Financial Advisor and Nation’s Top 100 Financial Advisor by Barron’s Winner’s Circle, along with other recognitions. Her recently published book, It’s About More Than Money, was passed along to Engineer Your Finances by Goldb...

Squeezing More Return Out of Your Retirement Account

Following the earlier post on Asset Aggregation, we're continuing to run guest posts which were featured on other sites. This time around, we're re-posting an article which appeared on Sweating The Big Stuff. Daniel has gone through a lot of great changes, so make sure to check out his other articles. If you've been keeping up with Sweating the Big Stuff, you'll know Daniel's been hard at work funding his Roth IRA. He's done a great job of adjusting his lifestyle to accommodate his ag...

Asset Diversification, Allocation, Location, and AGGREGATION

Originally published over at My Journey to Millions, Evan's letting me re-print the material on my own site.  The benefit for me?  More time to spend on wedding planning, but keeping the site fresh.  Tonight was a rip-roaring good time at the local alcohol wholesaler.  The benefit for Evan?  More time being a new father, and getting link backs.  It's a win-win for all!  Enjoy the post. :) A while back, the local supermarket ran a promotion with Cuisinart. Collecting “points” with each pu...

SpotLight Investing & Portfolio Optimization

Disclaimer: Spotlight Investing provided trial access to their service only, no monetary compensation was offered for this post. Lots of people have portfolios they're comfortable with, that they believe in the strategies, and are sticking with these approaches for the long-term. But many may also have that nagging feeling of, “there could be more” or “there's a better way to do this”. As a way of grounding their investments, these people will often look towards technical analysis as a...

Employee Referrals: The Double-Edged Bonus

Referrals are a win-win situation! The referred party typically gets some sort of special deal while the referring party gets some sort of compensation. Just check out all the newly added affiliate advertisements on the right-hand side. You'll get some great offers, and I'll get a nice “thank you” ;) There's never really any backlash for referring others to products or services. Once the transaction has been made, each party continues on their merry ways. If the referred is no long...

Don’t Be Fooled by Sneaky Labeling!

Blogging about personal finances, I should be on top of my game and living by my mantras. Usually this is the case – but I was duped by clever marketing techniques ending up in a giant facepalm incident. Oh the embarrassment! Yesterday the fiance and I had a full-day, assembly-line operation preparing the wedding invitations for the upcoming Big Day. If you've been through, or are going through, wedding planning then you know costs can add up quickly and unexpectedly. We opted for do...