IT'S ALL ABOUT MONEY MANAGEMENT

  • Wisdom from Warren Buffett

    Wisdom from Warren Buffett November 2016 - Warren Buffet, one of the world’s most heralded investors, simply keeps calm and carries on. A voice of reason in volatile times, his clarity and candor stand out in a financial world marked by jargon.

  • The Trump & Clinton Tax Plans

    The Trump & Clinton Tax Plans October 2016 - Every presidential candidate offers a plan for tax reform. Here is a look at the tax plans of Donald Trump and Hillary Clinton, and the key reforms to federal tax law that might result.

  • Saving for College and Retirement

    Saving for College and Retirement September 2016 - Tips on trying to meet two great financial goals at once. Saving for retirement is a must. Saving for college is certainly a priority. How do you do both at once? Here are several suggestions.

  • Could Social Security Really Go Away?

    Could Social Security Really Go Away? August 2016 - How gloomy is the future of Social Security? No one wants to see it go away, so what might Congress do to address the crisis? Here are possibilities to keep in mind as you plan your retirement.

  • Six Financial Planning Lessons from a Motorcycle Accident

    Six Financial Planning Lessons from a Motorcycle Accident July 2016 - When you have a close call with serious injury or worse, you start thinking of your family’s—and your—financial well-being. Most people should have these basic stop losses in place.

  • Tell Your Beneficiaries about Your Accounts and Policies

    Tell Your Beneficiaries about Your Accounts and Policies June 2016 - Will your assets go where you want them to when you die? Let your heirs know how they will receive retirement assets and insurance benefits. Here are several important tips.

  • Life Insurance with Long Term Care Riders

    Life Insurance with Long Term Care Riders May 2016 - Long Term Care Riders. As conventional LTC policies grow costlier, alternatives have emerged.

  • Retirement Now vs. Retirement Then

    Retirement Now vs. Retirement Then April 2016 - Today’s retirees must be more self-reliant than their predecessors. Here are some pitfalls--but our retirement can be long and comfortable, especially if we use retirement planning as a valuable tool.

  • The Lottery Is No Retirement Plan

    The Lottery Is No Retirement Plan March 2016 - Powerball fever swept across America, with a record jackpot. Millions lined up for lottery tickets. This tiny chance at wealth was more alluring than the practical steps for retirement security.

  • Planning to Purchase or Refinance Your Home?

    Planning to Purchase or Refinance Your Home? February 2016 - Make sure you understand the “Know Before You Owe” (TRID) initiative. The new rules simplify mortgage shopping. Whether you are buying or selling, talk to your realtor and mortgage lender about them.

 

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