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Issue 20.16 Maybe you’re still young or in good health, but whatever reasons you have for not thinking about your estate yet, it’s time to make sure a few practical matters are resolved. None of us know the exact moment of your passing and lack of preparation can leave your family scrambling and stressed instead […] Issue 15.16 Because Tax Day is fast-approaching, there’s not much time left to file your taxes if you haven’t already. If you have, don’t file those taxes away in your records just yet. I want to talk to you about how you can use that information to reduce your taxes in future years. First, let’s […] Issue 10.16 As we start our countdown to retirement or continue our retirement journey, it’s hard not to think about how we could make our retirement years better. Personally, I don’t know what could be better than senior discounts on movies and restaurants, but today I’m going to talk about a different aspect of retirement […] Issue 5.16 Take a moment to think about this: Are your beneficiaries in order? It’s far too common for people to sit down and designate their beneficiaries in their wills, trusts, insurances and/or investments, and never give it another thought. With that one-and-done mentality, you may find your legacy isn’t what you meant it to […] Issue 52.15 The holidays, while joyful and triumphant, also bring with them a bit of stress as we find ourselves immersed in crowds and sales, shopping for gifts and maybe just overspending a little on that extravagant Christmas dinner. While the holidays are almost over, their ending brings about a new kind of stress: taxes. […] Issue 48.15 In the financial industry, there are dozens of unwritten rules, or rules of thumb. For example: The “4% Rule” means that you should be able to live off your retirement income if you take 4% each year. What’s wrong with this “rule”? Over the previous decade, from 2000-2009 most people with money invested […] 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 their retirement portfolio. […] 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 future. Why? Because […] 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. According […] 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 – 50%. If […] |
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