Reviews written by JeffA4A
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Good topic. I wouldnt have thought of that as a topic, so thanks for thinking out of the box.
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It was cool technology
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Interesting but too technical for my skill level. I'll probably go back and review it again.
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Great insights!
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Good. Thank you!
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Awesome info! Bob is a great thought leader in this area.
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Friz should be a regular speaker. He's got so many interesting insights!
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Boring but necessary info
JeffA4A
December 12, 2010
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Good tax ideas but many are mute b/c the Bush era tax cuts were extended this Dec.
Sheryl's tax strategies are spot-on! And her TRX software will help make those decisions and actions easy. Only problem is that TRX only works with Portfolio Center...and many...
JeffA4A
December 12, 2010
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Really good b/c it talks about the pain/consequence of not doing what you should
If we focus on the avoidance of Pain, and we have a painful consequence to our inaction, then it compels you to action. Makes sense.
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Very interesting BD tool. Like to use it but it's pricey. Need to make a firm committment to enter the 401k market to justify the $8k.
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Dry...but necessary.
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JeffA4A
February 05, 2010
Used MGP for 5 years now
Love the way all my info goes from Albridge & CashEdge, into Redtail and then into MoneyGuidePro. This makes life SO easy!
JeffA4A
February 05, 2010
The cheap PM solution...
You get what you pay for...
