Retirement and Taxes
Are all states equal when it comes to taxes and retirement? The answer may surprise you and may have you double thinking where it is you want to spend your retirement years. Regardless of where you live [...]
Travel and Timeshares
Do you enjoy traveling? Is there on place you like to visit on a regular basis? Do you enjoy the freedom of knowing you can stay in a luxury room when you do travel? If you answered yes to any of these [...]
Ways to Save When You Have a Child in College
Do you have children who are getting ready for college? Have you considered there are more things that need to be addressed besides writing a check for tuition? If you have been planning on your child [...]
What Life Insurance Agents Don’t Tell You
Last week I shared an experience that some friends of mine had with a life insurance agent. The interesting part is that the day before that blog was published I came across an article on Yahoo Finance [...]
How to Reduce Healthcare Expenses
Despite recent legislation are you needing to reduce health care expenses? If you are like the majority of people the answer to that is yes. No matter how someone has gotten their health insurance chances [...]
SEP IRAs and Professionals in the Financial World
This blog will address some issues that I was made aware of a few weeks ago when I had dinner with a family that also happen to be good friends of mine. Without getting into too much detail I am appalled on [...]
Final Post on Budgets
What I thought would be a month long series on budgets and different budget methods has been for the lack of a better term a mixed bag of results. I started with two methods and last week added a third into [...]
IRA’s and Minimum Distributions
Do you own an IRA? Depending on how you became the owner of that IRA will dictate how you must make withdrawals from the IRA. As is the case with all traditional IRA’s Uncle Sam wants his share of the [...]
Bull Markets, What Now??
Are you an investor that is worried about the latest bull market? Are you concerned about the valuations of equities? There is no denying the fact equities in recent years have been advancing at an [...]
Budget Process Part 2
Part two in the budget monitoring blog that I am doing the month of July. While this is not going to be a very long series of blogs or comprehensive it is does lay the groundwork for anyone who is wanting to [...]