Uncategorized
Need to Redirect Your Spending? Let Your Goals Be Your Guide
Friday, February 3rd, 2012by Carrie Schwab-Pomerantz, CFP®, President, Charles Schwab Foundation; Senior Vice President, Schwab Community Services, Charles Schwab & Co., Inc. January 19, 2011 Dear Carrie, My husband and I have been together for five years and are now in our mid-twenties. We’ve never bothered to save before and our debt is rising a little [...]
What Does a Customer Really Want?
Friday, January 27th, 2012“Quality in a service or product is not what you put into it. It is what the client or customer gets out of it.” – Peter Drucker Before you answer the question, ‘What does a customer really want?’ Consider a broader question, ‘What is your definition of a customer?’ Although organizations [...]
It’s All About Attitude: How to Take Charge of Your Financial Future
Wednesday, January 18th, 2012by Carrie Schwab-Pomerantz, CFP®, President, Charles Schwab Foundation; Senior Vice President, Schwab Community Services, Charles Schwab & Co., Inc. December 8, 2010 This week, Carrie interviews Farnoosh Torabi, CBS MoneyWatch columnist and author of Psych Yourself Rich: Get the Mindset and Discipline You Need to Build Your Financial Life (FT Press: 2010). CARRIE: Farnoosh, you’ve written a great [...]
Understanding Human Potential
Friday, January 13th, 2012“I am convinced that life is 10% what happens to me and 90% how I react to it. And so it is with you. We are in charge of our attitudes.”– Charles Swindoll We may not be able to change what has happened to us thus far in life, such as our biological parents, or [...]
The Courage to Act
Friday, January 6th, 2012The following article was retrieved from Resource Associates Corporation (http://www.resourceassociatescorp.com/blog/2011/08/the-courage-to-act/) “If we take a risk we might fail. If we don’t take a risk we surely will fail. The greatest risk of all is to do nothing.” – Unknown Author Why would anyone go through the process of setting and planning goals and then not [...]
Six Important Keys to Business Success
Friday, December 30th, 2011The following article was retrieved from: Resource Associates Corpotation http://www.resourceassociatescorp.com/blog/2011/10/six-important-keys-to-business-success/ If you search Google for “why businesses fail” you will get about 3.7 million results. Many of those articles will talk about the pitfalls and untold reasons why organizations go out of business. Our stance is, instead of focusing on what went wrong, focus on [...]
Tips For Smart Banking
Friday, December 16th, 2011Smart banking and saving basics It’s all about saving the money you earn by banking smart, and using your banking for financial growth. 1. Money in a bank account is safe. A bank is one of the safest places to stash your cash. In the wake of the financial crisis of 2008, the federal government [...]
Prevent Identity Fraud!
Friday, December 9th, 201110 Things You Shouldn’t Keep in Your Wallet or Purse What you keep in your wallet will determine how at risk you are for identity theft in the chance you lose it. Here are 10 items experts suggest keeping at home. We all make sure we’ve got our keys, wallet and phone before we [...]
Shop From Home This Holiday Season
Wednesday, November 30th, 2011Like many other Americans did this holiday season, you too can save yourself a trip to the store this year and still enjoy all of the great discounts by shopping online. The following article taken from CNN discusses the increased internet shopping on Cyber Monday. (CNN) — Americans’ clicking fingers must be sore. Analysts have begun providing their final [...]
5 ways to weather market storms
Friday, October 14th, 2011We had a client bring in this great article recently… Thanks Denise! This article appeared in November 2011 Consumer Reports Magazine. It’s hard not to panic when the Dow Jones industrial average drops hundreds of points in a single day, especially when you’re depending on stock investments to finance your retirement. But even with the market’s [...]