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personal financial planning

Liz.Davidson's picture

The Three Tax Breaks You’re Likely to Miss

No one likes to throw away money but many people do it every year when they file their income taxes.  The problem lies in the details – I see this as one of those classic forest/trees is

Liz.Davidson's picture

Why We Fail Financially and How We Can Stop

Over the years we’ve helped hundreds of thousands of people improve their finances, in many cases breaking cycles of financial failure.  Every single person has a unique story and unique

Liz.Davidson's picture

3 Important Documents That Put You in Charge

Why do people procrastinate getting important—even vital—things done?  Even when it’s as simple as getting a few papers off the internet, from your doctor, or from the local

Liz.Davidson's picture

The Three Most Important Financial Numbers You Need to Know

Are you getting the right answer to the wrong question?

Liz.Davidson's picture

Four Myths about Investment Risk that Could Lose You Money

Occasionally something crosses my desk where I couldn’t have said it better, and today is one of those days.  I got to know Jarrett Solomon, an investment advisor who works with high

Liz.Davidson's picture

Ugly Truths about the Recession and How to Deal with Them

I opened my inbox today to find more stories about how things have changed.

Liz.Davidson's picture

Seller Beware: Don’t Give Away the Store When Selling

People spend hours analyzing their next purchase by comparing quality and prices in order to get the very best deal possible.  However, when this very same individual is selling something, the

Liz.Davidson's picture

Think Twice Before Becoming a Co-trustee of a Family Trust

Imagine your entire extended family angry with you, emotionally charged about their parent’s money.

Liz.Davidson's picture

5 Credit Myths that Lead to Disaster

The media and the credit reporting companies have done an excellent job promoting the notion of having a good credit score, almost too good a job because people seem to think that their credit scor

Liz.Davidson's picture

What Men Can Learn from Women to Invest More Profitably

Men and women are equally intelligent; they just think differently.  It doesn’t come down to black and white, however, but shades of grey—matter that is.  In the past 10 years