money

Financial Housekeeping Updates

Okay, the new year is well underway, and it may be time for some financial housekeeping. In this post, we will discuss some issues that have been previously covered in prior posts, but I feel that they are [...]

Social Security Analysis

Are you thinking of retirement? If so, you are not alone by any means as at some point we all hope will retire and enjoy our golden years. But what do you do about Social Security and how much do you need [...]

IRA Contributions After Retirement

Are you retired and considering making a contribution to your IRA? This is a question I do see and get from time to time from people approaching retirement or already in their retirement. There is no [...]

2018 Tax Estimates and Their Effect on You

Are you now seeing the “benefits” from the new tax bill in your paychecks? I received my first check that reflects the new tax cuts this past week and the results were not all that impressive to me. [...]

Selling Short vs. Put Options

Last week a reader asked an excellent question that deemed a reply that was more complete than what I could provide in a comment. First, thank you for the question and the opportunity to provide you with [...]

Steps to Take in the Event of a Market Downturn

If you are like many people these days, you are wondering how high the stock market can and will go? Then in the next breath, you wonder when will the market make a correction or worse go into a bear [...]

Financial Plan Giveaway

This is a special post to announce a few things and tell you about something special. On Tuesday, January 30, 2018, I will have a blog about how to prepare for a market downturn. While the blog does not [...]

Issues to Consider When Buying Life Insurance

Some things to consider when buying or keeping a life insurance policy. First, not everyone needs life insurance, so you need to decide if you are indeed one of the people who do. If anyone relies on you [...]

How to Pay for Long Term Care

Today more than ever in the past people will have a need for some form of long-term care. So why is it a much larger need now than it was in previous generations? Well, for starters people are living [...]

Debt Reduction in the New Year

Are you like so many people today that have debt that they wish they could pay off? Are you one of the many who desires to become debt free? If this sounds like you or someone you know this post is exactly [...]