Home
|
Contact Us
|
Blog
Home
About Us
Services
Financial Planning
Financial Planning
Who Needs Financial Planning
A Spiritus Financial Plan Includes
Benefits of a Personal Financial Plan
Our Financial Planning Process
Our Fee-Only Approach
Understanding Financial Planning Fees
Retirement Planning
Investing
Investment Management
Registered Investment Advisor
Adding Value as Your Advisor
Passive vs. Active Investing
Investment Management Process
Press
Blog
Contact Us
Resources
FAQ
LISTEN TO MONEY MATTERS
Subscribe to Money Matters by e-mail
Your email:
Latest Posts
Infographic - Compare Your Personal Finances to 10,000 Other Women
The Best Way to Save Money on College Costs
Retirement Planning - What To Do When
Sweet Financial Success is a Result of Delayed Gratification
Show Women Respect and They'll Show You The Money
The 3 Major Benefits of a Solo-401k Plan for Your Small Business
Your Money or Your Life – One Man’s Journey
Want a Slower Paced, Stress-Free Life? Consider Moving to...
The Art and Science of Making Smart Retirement Planning Assumptions
Achieving Financial Success by Reclaiming Your Authentic Power
Browse by Tag
abundance (10)
baby boomers (24)
book recommendation (33)
budgeting (18)
couples and money (16)
estate planning (1)
fee-only financial planning (29)
financial independence (9)
financial planning (20)
financial success (1)
global economy (20)
holistic financial planning (13)
index funds (10)
international investing (3)
investing (66)
John Bogle (4)
politics (18)
registered investment advisor (3)
relationship with money (19)
retirement planning (48)
risk management (28)
save money (35)
Solo 401(k) (2)
stock market (7)
tax planning (20)
the economy (25)
women and money (12)
Your Money or Your Life (21)
Sign up to receive our newsletter:
Follow Us
Mark Zaifman's thoughts on Money, Global Economic Trends and Politics
Current Articles
|
RSS Feed
Infographic - Compare Your Personal Finances to 10,000 Other Women
The Best Way to Save Money on College Costs
Retirement Planning - What To Do When
Sweet Financial Success is a Result of Delayed Gratification
Show Women Respect and They'll Show You The Money
The 3 Major Benefits of a Solo-401k Plan for Your Small Business
Your Money or Your Life – One Man’s Journey
Want a Slower Paced, Stress-Free Life? Consider Moving to...
The Art and Science of Making Smart Retirement Planning Assumptions
Achieving Financial Success by Reclaiming Your Authentic Power
The Journey of Financial Independence Begins With a Single Step
Part of the Financial Planning Process is a Letter of Instruction
Having a Real Relationship With A Fee-Only Financial Planner
Financial Illiteracy is Not an Option
One Way to Sabotage Your Relationship With Money
Retirement Planning for Couples
Financial Independence at Fifty, a Your Money or Your Life Success Story
3 Things Women Look for in a Financial Advisor
Make Financial Integrity #1 When Choosing An Investment Advisor
Tax Planning - 12 Ways to Avoid an IRS Tax Audit in 2012
Holistic Financial Planning for the Soul
Rethink Your Financial Objectives and Keep Your Emotions Out of It
Your Money or Your Life - a Personal Finance Book to Bank on in 2012
3 Tips to Tune Up Your Retirement Income Plan
Women Don't Talk About Retirement Income Planning
Still Making Good Financial Decisions or Are You Losing Your Grip?
How Much Money Does it Take to Make You Feel Rich?
Creating A Personal Financial Plan in 2012 - Investment or Expense?
Financial Planning for Couples -The Power of 2
5 Reasons Vanguard Index Funds are Top Choice for Smart Investors
If Financial Freedom is Your Destiny, You Must Tame Your Ego
5 Vital Indicators to Help You Reach Financial Success in 2012
Maximize Happiness by Managing Money
Living Below Your Means is Key to a Successful Retirement
Increasing Your Financial Integrity During the Holiday Season
Patriotic Millionaires for Fiscal Strength
Robert Reich Speaks on Class Warfare in the US
Occupy Wall Street, Learning to Share the Wealth
A Different Approach on How to Plan For Retirement
5 Myths of Financial Planning
Women Are More Likely to Consult a Professional Financial Advisor
Men Who Under-Earn and the Women Who Love Them
5 Reasons Women Face Extra Retirement Challenges
Vanguard Mutual Fund's John Bogle Discusses Investment Risks
The Millennial Generation, America's Newest Civic Generation
Your Money or Your Life - What’s Your Choice?
Why You Need a Tax Strategy for Your Business
3 Financial Planning Items to Check Off Your 2011 To Do List
Investment Strategies Based on Serving, Not Selling
Semi-Retirement, The Un-Retirement that Refreshes
Holistic Financial Planning with a Dash of Hedonism
How to Handle Stock Market Volatility When Planning For Retirement
Rebalancing Your Investment Portfolio Once the Dust Settles
Panic is Not a Investment Strategy
5 Essential Questions That Transform Your Relationship with Money
How to Plan for Retirement Using the Power of Your Imagination
Has The United States Become a Banana Republic?
A Major Roadblock to Financial Independence
7 Tips on Feeling Worthy of Achieving Financial Independence
Planning for Retirement, What Baby Boomers Need to Know
4 Investing Truths by Vanguard
Hello Comprehensive Financial Planning, Goodbye Tyrant and Rebel
Sharing the Same Financial Goals is Key to Successful Retirement
Values-Based Money Management, Your Dollars are Your Vote
Personal Financial Planning Checklist for the 3rd Quarter
Invest, Pray, Love
Investing In South Korea: Green, Wired and Growing Fast
The Worst Mistake You Can Make When Investing Your Hard Earned Money
Beware the Taxman When Selling Gold, Silver or Other Precious Metals
Top 9 Common Tax Planning Errors from the IRS
International Investing Just Became a Whole Lot More Exciting
7 Essential Steps to 21st Century Retirement Planning
Inspired Financial Planning, The Ultimate Way to Plan Your Future
International Investing News - Brazil Rising
Financial Planning Tasklist for Your Financial Security
Rising Interest Rates and Your Bond Investments
Honoring Women and their Relationship With Money
Retirement Planning, Moving From Procrastination to Action
Index Fund Investing Just Got More Interesting
Top 7 Mistakes Made on Beneficiary Forms in Estate Tax Planning
Save Money on Homeowners Insurance
Couples & Financial Planning - Friction, Fun and Love
IRS Audit Red Flags & Tax Deductions to Know About
Important Dates for Your 2011 Financial Calendar
The US Debt Clock Keeps Ticking
Comparing Economies - US States vs. World Countries
Guessing About Your Future vs. Financially Planning For It
The Best Investment You Can Make In 2011
Sharpen Your Financial Saw
4 Retirement Income Distribution Strategies
Planning and Investing in Uncertain Times
5 Options - Social Security Strategies for Couples
Be Tax Savvy When Deciding on a Roth or Traditional IRA Contribution
4 Tips to Protect Yourself from ID Theft This Holiday Season
3 Major Differences in Retirement Planning of the Generations
Mastering the Art of Decision Making
Robert Reich: The Big Economic Story, and Why Obama Isn’t Telling it
Save Baby Save! Your Passport to Financial Independence
The Ultimate Way to Level the Financial Playing Field
How the New Normal is Reshaping Retirement Planning - Part Two
How the “New Normal” is Reshaping Retirement Planning - Part One
Where in the World Should I Retire?
United We Stand, Divided We Fall
7 Principles to Jumpstart Your Savings & Become Financially Empowered
Solo 401(k) A Smart Tax Saving Strategy for the Solo Entrepreneur
“Inside Job” – Wall Street and Recent Crash Documentary
Asset Protection Strategies -The Key to Protecting Your Money
Keep Your Financial Dreams Alive by Delaying Gratification
The Frugal Retirement Planning Option
5 Essential Elements for Attracting Abundance Into Your Life
How to Save Money on Your Income Taxes by Going Green
5 Steps For Choosing a Fee-Only Financial Planner
Why Financial Experts Aren't Experts at Managing Your Finances
Do You Have the Running Out of Money in Retirement Nightmare?
Asset Allocation, Portfolio Diversification & Cooking
Trickle Down Economics
Choosing Financial Wellness
Financial Independence (FI) and Simplicity
Living on $18,000 a Year — By Choice
Investment Risks
Canada's Resilient Economy
Smart Financial Decisions With Vanguard
Robert Redford to President Obama: Lead us, Mr. President
Singles and Doubles are Just Fine
Vanguard Founder John Bogle’s Portfolio
Is Gold Losing it's Luster?
Four Differences in How Men and Women Plan for Retirement
Personal and Financial Success with Think And Grow Rich
Call it a Spending Plan
Excerpts from Think and Grow Rich - Part 1
Don’t fear market turmoil — invest safely and save
Your Stone Age Brain on Money - A Case Study
Coffee Party USA
America's Future Exceedingly Bright
Don’t let wedding bells ring in financial woes
New Health Care Bill
Keeping Your Financial Records
Greed or Fear and Investing
President Obama’s Accomplishments To Date
To Risk or Not To Risk
Teaching Your Kids About Money 101
Making Smart Investing Decisions
A New Way of Managing Your Personal Finances
Headed Towards Retirement and Flying Blind
Cash Flow Tips
Index Funds Are Smart!
The Economist - latest update on Global Economics
Bringing Financial Planning Home
12 Money Questions Couples Should Ask to Help Their Relationship
Financial Planning 101 - Funny YouTube Video
Emotional Intelligence (EQ) and Your Financial Success
15 Best Performing Stock Markets in 2009
John Bogle, Vanguard Founder Speaks Out
The Economist, The World in 2010, Highlights/Predictions
Google-China Hit By Massive Cyber Attack
David M. Walker - Former Comptroller General
More About China
Simple Abundance
Your Money or Your Life's Vicki Robin, Coming to Cotati
Make Smart Financial Decisions, Consider Credit Unions
IRS - Small Business Virtual Workshop
The Economist "Bubble Warning"
Financial Planning 101
Ten for the Next Ten - Bono's New York Times Op-ed Piece
S Corporations
Don't Stop Thinking About Tomorrow
Earning Money The Old Fashioned Way
Playing Offense
Bond Funds - continued
Bond Funds - What's Next?
Financial Planning - Couples and Money
Blame it on Rio
ROTH IRA Conversion Opportunity for 2010
Women Hit Hardest By a Life Crisis
Nobel Prize Winner Paul Krugman on the Global Economy
Neil Barofsky - Financial System May Be In Worse Shape Than Last Year
Setting Financial Goals
Dollar Woes
Playing it Too Safe
Peace of Mind With Money
Financial Independence (FI)
Budget vs. Cash Flow Planning
Focus On Your Long Term Financial Goals
Credit Score Update
Attracting Abundance into Your Life
Global Economic Indicators
How to Place a Security Freeze on Your Credit
Financial Wellness
An Abundance of Investment Choices
Top 5 Performers List
Buy, Sell or Do Nothing? What to Do?
Doubling Down - A Bad Investment Strategy
Financial Planning & Planting Seeds of Prosperity
Stock Market Rollercoaster is Still Going
Financial Goal Setting Step by Step
Addicted to Debt
China Urges New Money Reserve to Replace Dollar
The Stock Market
Staying Calm in Stressful Times
Retirement Planning - Dare to Dream
Planning for the Prime Years of Your Life
Index Funds in China and Asian Markets
Lead or Get Out of the Way
The Economic Meltdown and The Seven Stages of Grief
Error sending email
Email sent successfully
Email article
Email To :
Email From :
Message :