Last week, I saved $100 off my auto insurance policy. It’s really pretty easy and there’s probably nothing you don’t already know. All I did was take action. Call, comparison shop, and keep calling. While I was looking through different options and telling my insurance agent again that his price was too high, I made [...]
April 2009
I feel uneasy to talk about this, since I always advocate investing for the long term and be in diversified investments while ignoring the noise. However, I have been slowly selling my stocks in my taxable investment account and I would really feel bad if I did not say anything and what I predict really happened. [...]
Manny was my very first client. I met him 25 years ago but I remember him to this day. He walked into my office a little shy. English was not his native language and I think he felt a little self-conscious about it. But as soon as Manny started telling me his story, I knew [...]
Once in a while, stumbling onto a piece of history bring back a flood of memories. While I was going through those boxes in storage labeled “university” last week trying to find my degree for the insurance company, I started reading through some of the notes that I took during those four unbelievable years. Education [...]
Emma and I caught the “house hunting bug” lately – we have been touring a ton of houses. The whole process is similar to advertising in that the more houses we look at, the more we want to look (and buy). No wonder my realtor was so aggressive even though we told her our time [...]

