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Charlie Stroller's Smart Spender Blog

Charlie Stroller CEO Financial Advisor magazineCharlie Stroller, president, CEO and CFO of Financial Advisor magazine’s parent company CFPN, has 25 years' experience running companies and has specialized in expense reduction and cost containment. Those who know him can attest that he is an expert on finding the best deals when it comes to both business and personal expenditures.




January 23, 2012

Got An Extra $75K Or More Lying Around?

By opening a brokerage account at this firm, you can earn an Apple gift card of up to $500.
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Got An Extra $75K Or More Lying Around?

 
January 20, 2012

This Might Peak Your Interest

If you're tired of getting as little as .01% interest on your money market accounts or other accounts where you or your clients park cash, look into this bank as a place to earn a better rate of return.
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This Might Peak Your Interest

 
January 02, 2012

CHECK Out These Prices

One of my co-workers recently told me how he made the mistake of ordering checks through his local bank and wound up paying $97 for four boxes. We both laughed and agreed he got ripped off badly. My daughter just moved to a new apartment and told me she needed to order new checks and that she was all set to go through her bank. It was then that I realized maybe a lot of people don't know that you can order checks through discount check printing companies.
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CHECK Out These Prices

 
August 10, 2011

Sometimes Giving Is Better Than Saving

Hopefully, many of you have saved or made some money from the ideas I have presented on this blog. At this point, I'd like to raise awareness for the families of the 22 Navy fighters who recently lost their lives in Afghanistan.
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Sometimes Giving Is Better Than Saving

 
August 04, 2011

I'm Not Getting Older, I'm Getting Discounts

A recent experience prompted me to look into senior discounts, and what I found surprised the heck out of me. It might also surprise you and your clients.
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I'm Not Getting Older, I'm Getting Discounts

 
July 26, 2011

Converting Investments Into AMEX Rewards

If you have an American Express Rewards account, you can receive up to 50,000 points when you open and fund, or add new money to an existing, non-retirement Fidelity brokerage account.

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Converting Investments Into AMEX Rewards

 
May 11, 2011

Dine Out More, Earn More

Hilton offers a program that rewards you to eat out.
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Dine Out More, Earn More

 
April 15, 2011

Do You Have A Back Up Plan?

One of the best things about cell phones is having a contact list. You never have to remember a phone number. We're so dependent on this list these days that when you lose it, it can seem like a catastrophe—just ask my daughter. But it doesn't have to be that way.
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Do You Have A Back Up Plan?

 
December 20, 2010

Fit To Print

Looking for a good deal on a printer this holiday season? I bought a printer this week that has great ratings and an amazing price.
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Fit To Print

 
August 20, 2010

Boots On The Ground Report From Cape Cod

Things are kind of quiet here on Cape Cod in contrast to the traffic and lines from years past.
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Boots On The Ground Report From Cape Cod

 
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Online Extras

Economists Love ’Em, Clients Hate ’Em
Financial advisor Dan Moisand explores why immediate annuities make sense to economists and reveals a reason why clients don't like these products.
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Buffett Rule Fixes A Non-Existent Problem
This columnist argues in this opinion piece that Warren Buffett's entry into the world of federal tax policy has brought forth nothing but bad ideas based on flawed information and misleading demagoguery. Let’s review the record.
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Market/Economic Commentary

Raise Taxes On Rich To Reward True Job Creators
In this opinion piece, a venture capitalist makes a case for raising taxes on the rich to benefit the true job creators: the middle class.
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On The Move

Council On Education Appoints 2012 Chair
Carolynn Tomin brings expertise as a financial planning educator to council.
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Curian Capital Appoints New Vice President Of Practice Management Group

Keith Johnson to enhance educational and marketing resources for financial advisors.

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