Work-At-Home Experts Share Their Productivity Tips and Tricks - July 2017
Many good tips for working at home. Scroll down about half way to see how I try to stay productive.
SMARTSHEET COLLABORATIVE SOFTWARE
Agile for Non-Software Products - January 2017
Scroll down the linked page to read how Agile software development ideas can be applied to financial planning.
Finances and Intentionality in a Home Purchase: An Interview with Michael Palazzolo podcast - January 19, 2017
Bill Joyce's mission is to educate home buyers about buying a house that fits their financial and life goals. Bill and I have a nice converstation about intentional home buying.
FINANCIAL ADVISOR IQ
Advisors Debate the Need for DOL Rule - December 29, 2016
Free subscrption required to read the article. I shared my thoughts on the proposed DOL Fiduciary Rule.
"Michael Palazzolo, head of the Birmingham, Mich.-based RIA Fintentional, says that as a fiduciary he’s personally 'indifferent to the potential demise of the DOL rule.' But that’s not because he thinks it goes too far. 'It only covers retirement accounts,' says Palazzolo. 'Does this mean one can act as a fiduciary for retirement accounts but not for money invested outside of retirement accounts?' Palazzolo thinks this uncertainty 'could cause even more confusion for people' despite the rule’s undoubted “good intentions” toward the consumer."
31% Cut in Social Security Benefits Needed by 2031: CBO - December 27, 2016
Free subscrption required to read the article. I shared my thoughts on Social Security.
"Michael Palazzolo, a financial advisor with Fintentional in Birmingham, Michigan, recommends that clients 55 or older use the projected benefit amounts listed on their Social Security Benefit statement. However, he also runs two scenarios for clients aged 55 or older who are worried about Social Security: one with benefits rising annually at 1% to 2% and a second scenario with no inflation adjustments.
For those under age 55, Palazzolo recommends running scenarios using 70% of estimated Social Security benefits and an inflation adjustment of 1% to 2% and, if they’re interested, a second scenario with the full amounts of their estimated benefits."
CHASE - UNDERSTAND YOUR FINANCES
Secrets from people who actually kept their financial New Year's resolutions - December 27, 2016
A personal and professional interview regarding financial resolutions.
TWENTY OVER TEN - ADVISOR SHOWCASE
Advisor Websites: Fintentional - November 22, 2016
The story behind Fintentional's name and web site.