Is Your Financial GPS Working?

Issue 25.11

I can’t tell you how many times I’ve spoken with people who believe there’s only one way to build their financial plan.  How unfortunate that so many have been taught such a tragic way of handling [...]

Your Financial Foundation

Issue 20.11

It seems that everywhere we look,we hear news about the recent tragedies in Japan.  Due to the tsunami and earthquake,many of Japan’s homes were destroyed.  As I looked at the images,though,I couldn’t help but think positively about their [...]

Identity Theft

Issue 15.11

Identity theft is not a new crime but has become more threatening in recent years.  As many as 10 million American have become victims of identity theft each year since 2003.

Leaving Our Loved Ones Behind… How Will They Fare?

Issue 10.11

The financial decisions that you and your spouse make today can greatly influence the outcome of your financial situation tomorrow.  When you pass away,without proper planning,your spouse’s income can decrease as much as 30 [...]

Honoring Traditions… Sharing A Joyous Holiday Season

Issue 52.10

Christmas is almost upon us,a time when we gather around our dear friends and family.  This is a joyous holiday season where we honor the traditions of our loved ones.  My family has many holiday [...]

How Time And Taxes Fly!…Three Big Changes Coming In 2011

Issue 40.10

There was a time when I could hold my oldest son,Paul,in my arms and rock him to sleep.  After what seemed like only a week,he was too big to lift up anymore.  Time [...]

The Tax Nightmare…

Issue 36.10

What will you leave your spouse with when you leave this world?  Will your surviving spouse be stuck in a tax nightmare?  Unfortunately the majority of couples do just that – and sadly,aren’t aware of [...]

The Generational Gap… What Kids Can Teach Us About Taxes

Issue 32.10

In my 53 years on this Earth,experience has taught me one thing.  Sometimes we have to take a step backwards and learn all over again.  The world changes daily and if we want to progress [...]

Scaling The Financial Mountain… Follow A Guide

Issue 24.10

Saving throughout your entire life can sometimes feel just like scaling a mountain.  I know I personally made many personal sacrifices to contribute to my savings,so many things I wanted and thought I needed.  Truth be told,I can’t [...]

The Financial Chess Game… Required Strategy

Issue 19.10

I remember,as a child,my grandfather and I would play chess together.  As an impatient youngster,I could never understand why he would sit and think about his move for 5 minutes or more.  When [...]