Dec
09

Money Mondays goes smart seasonal shopping

 “Money Mondays” a new MilSuccessNet column, appeared here and immediately snagged attention and comments on LinkedIn, the business ‘social’ networking site.

Conversation in the town square I called on my friend and colleague, Alexei Schwartzman to help me plan this series on money for you well.  His specialized expertise in the financial industry will factor in future posts. For now, I’ll share his answer to my opening question: What is the best sequence for our community of readers to receive immediately applicable tips and solutions on their smart money moves?

“Your readers should become familiar with three key areas: Investment, Insurance and Taxes,” is what he said. 

I got instantly tired.

You and I KNOW this trio of ‘should know abouts.’ However, fatigue sets in fast as we try to stretch our finances over what seems like massive planning concepts. Alexei, must have recognized the look on my face based on the overwhelm he no doubt guides clients through in his practice. This is what I gleaned from our conversation and his explanations in gentle, human terms. [Read more…]