IT'S ALL ABOUT MONEY MANAGEMENT

  • 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.

  • IS AMERICA PREPARED TO RETIRE?

    IS AMERICA PREPARED TO RETIRE? January 2016 - Two-thirds of us have no financial plan. Retiring without a financial plan is an enormous risk; retiring with a financial plan that hasn’t been reviewed in several years is also chancy.

  • Your Annual Financial To-Do List

    Your Annual Financial To-Do List December 2015 - What financial, business, or life priorities do you need to address before—and for—2016? Now is a good time to think about your investing, saving, or budgeting methods for specific objectives.

  • Why Life Insurance Matters

    Why Life Insurance Matters November 2015 - Besides the death benefit, it may also help you financially during your life.

  • Teaching Your Heirs to Value Your Wealth

    Teaching Your Heirs to Value Your Wealth October 2015 - In a 2015 CNBC Millionaire Survey, 44% of families having at least $1 million in investable assets said that they had not yet told their children about their future inheritance. Another 27% said they had refrained from mentioning it until their children were 30 or older.

  • Are You Committing These Financial Illegalities?

    Are You Committing These Financial Illegalities? September 2015 - Some people make money moves that may get them in trouble: they may unintentionally break the law or flirt with illegal behavior, and pay tax penalties for their indiscretions. Here are examples.

  • Rehearsing for Retirement

    Rehearsing for Retirement August 2015 - Try living as a “retiree” for a month or two before you commit to leaving your career. Financially and mentally, you can “rehearse” for the third act of your life while still enjoying the second.

  • When a Minor is a Beneficiary

    When a Minor is a Beneficiary July 2015 - If you fail to appoint a trustee or a property guardian for a minor through your will or living trust, then you leave it open to the courts to decide who that trustee or guardian may be.

 

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