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December 26, 2017 – 12:52 pm | No Comment

This Week 7’s (12.14 – 12.31) Affirmation: Mindfulness – I will reach for mindfulness each day.
Date – 12.26.17
B-Book 44: Do the Work by Steven Pressfield
The key message in this book: Often we stop dead in our tracks …

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Mad Musings


First category I added when I started this blog many moons ago. I jot stuff here I can't otherwise categorize.

what the...?


The section you will see a swear or two in. Not that I am a big fan, but sometimes situation can't be helped

Not So Recent Reads


Here you will find books that I have read, reading or intend to read. More Recent Reads => CLICK HERE.

just Writing


I intend to use this area to catalog my writing journey and collect tidbits of information on the authoring process.

philosophy-religion


These are areas I am very much interested in. From time to time, as I am so moved, I free think here as well

Home » Money Matters

When You Do—and Don’t—Need a Pro to Manage Your Money

Submitted by on October 5, 2014 – 4:52 pm No Comment
ca1a3e7c3ede5401fe58d747_640_finance

Q: “At what net worth should I consider getting a money manager?”

A: There is no magic number for when you need help. Similarly, you don’t have to wait for your net worth to hit a certain mark to seek out the services of a pro…MSNM

I go the index funds (Vanguard and USAA) route with a mix of 401ks from former employees and individual stocks that I have purchased over the years.  I manage my own portfolio but I am eyeing the Vanguard Personal Advisor Services program that is piloting right now.

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