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Suddenly Widowed: A Financial Guide for When Tragedy Strikes
Sadly, death is a part of life. It's a time of emotional chaos. When faced with the aftermath of tragedy, most of us find ourselves ill prepared. So, what do we need to cover to cope with the fallout of losing a loved one?
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What’s My Magic Number? To Retire that is!
Every retirement plan is unique and asks the age old question: How much do I need to retire? It takes a lot of finesse to devise each individual’s “magic” retirement age and dollar amount.
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Financial Lessons from our Founding Fathers
Discover financial lessons from our Founding Fathers. What financial insight can you learn from Benjamin Franklin?
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Purchasing a House: A Great Investment or Huge Financial Planning Mistake?
Owning a house is one of the more tangible milestones of the American Dream. While I strongly advocate owning your own house, there is "the right time" to do so.
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Roth IRA Conversions: The Single Greatest Legacy Gift You Can Give!
Most Americans dread knowing that the government is eagerly waiting for all those tax dollars you’ve been avoiding for decades. So the question is: how can you minimize taxes paid to the government for you,and your family’s, lifetime, while maximizing retirement income?
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Understanding the Four Major Types of Annuities
Annuities can be a complicated animal. There are certainly circumstances where they fit a need in one’s life and so I’d like to take a few moments to educate about the 4 main types of annuities.
READ MORE...Financial Planning Tips for the Twenty Somethings
Unfortunately, I've noticed a disturbing trend: the lack of financial literacy amongst adults. People need some financial foundations in place to help them avoid costly mistakes, especially as they enter their working years.
READ MORE...9 Rules to Optimizing Your Property & Casualty Insurances
Auto and homeowners insurance are two insurances that are often set it and forget it in an individual’s life.
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