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Build Your Wealth Management Team PDF Print E-mail
Swagger Academy - Finance
Written by Administrator   
Thursday, 28 January 2010 00:38

mulahYou’ve done all the right things. You’ve made money, invested wisely, saved, and been smart with your income. But here’s your problem: You have too little time on your hands to manage your wealth properly. What do you do? Well, if you want to handle your wealth like a pro, turn the reigns over to a money management team. Here’s how to get started.

assembling your team
A comprehensive wealth management team will have the following players:
1) a financial planner
2) a lawyer
3) a tax specialist/accountant
4) an insurance specialist
Some people and companies can handle several of these positions, but no one person can handle them all. If you’re a major player like Donald Trump, you’ll have armies of guys working each one of these positions. But if you’re a regular millionaire, you’ll probably just need one wealth manager in each position to check in on your affairs on a regular basis.

Last Updated on Thursday, 28 January 2010 03:36
 
14 Time Management Tips PDF Print E-mail
Swagger Academy - Finance
Written by Administrator   
Tuesday, 26 January 2010 23:58

timeDo you want to make better use of your time at work? If so, you're not alone. We all want to be more productive in order to get ahead in our careers; however, none of us want to spend every waking hour at work.Time management is really about managing yourself. It's about making a commitment to be more organized, maintain your focus and use your time to your best advantage.
Here are some tips to help you become active and proactive with your time.
stick to the plan

1- Maintain a to-do list
Create a to-do list and make it a habit to continually update it. Include urgent and non-urgent items so you'll never forget or overlook anything again. Carry your list with you at all times, either in your iPhone or your daily agenda. Also, be sure to break down your projects and assignments into specific action points. For instance, instead of noting "Prepare Performance Reviews," write:
•    Research absenteeism records on employees
•    Review personal files
•    Read employee goals
•    Assess performance
•    Prepare "Performance Review" documentation
•    Meet with employees to discuss reviews

 
Top 5 Money Mistakes Men Make PDF Print E-mail
Swagger Academy - Finance
Written by Administrator   
Thursday, 21 January 2010 00:08

Psychologists have found that men are more prone to overconfidence than women -- how else do you explain the guy who won’t stop to ask for directions? Evolutionary psychologists have speculated that this tendency toward overconfidence arose in our hunter-gatherer ancestors because confidence improves your survival chances when face-to-face with a wild animal. However, today, we face the market, rather than wild animals. Unlike the hunt, when it comes to investing, men’s overconfidence can doom us to financial failure.

Here are five major money mistakes that can cause men to slip up when it comes to investing:

Last Updated on Saturday, 23 January 2010 06:30
 
Online Banking PDF Print E-mail
Swagger Academy - Finance
Written by Administrator   
Thursday, 14 January 2010 21:53

Even if you bank at a small regional bank, you likely have free access to your account information online. Banks offer services online both to provide a better customer experience, and, most importantly, because these services allow the bank to do its job more efficiently. You probably already take advantage of online banking to pay your bills electronically and to periodically transfer money into your savings account (good budget suggestion), but there are many other things you can do with online banking, and we've compiled a list to help you make the most of it.

Last Updated on Tuesday, 19 January 2010 02:38
 
Financial Services To Avoid PDF Print E-mail
Swagger Academy - Finance
Written by Administrator   
Thursday, 07 January 2010 03:24

Looking for some extra cash? Anyone who hears this pricks up their ears, no matter how savvy -- and many of the services that promise extra cash are perfect illustrations of the old chestnut: “There’s no such thing as a free lunch.” Believing in the promise of free cash will often put you deeper into financial misery than you already are. Jobs are being lost, salaries are frozen and the housing and stock markets are running lower than they have in years. Considering this array of negative news, it can be awfully tempting to look for quick cash to solve your immediate financial needs. If you’ve been tempted lately, check out our list of financial services to avoid to get your wits back about you.

Last Updated on Tuesday, 19 January 2010 22:03
 
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