Posts Tagged "assets"

Retirement: Planning for Schedulers

Jun 20 2017

I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…

Retirement: Planning in Threes

Jun 16 2017

Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…

How to Take Advantage of Tax Time Document Gathering

Apr 11 2011

There are three good things that come out of tax time:  (1) it officially ends the previous year, so onward and upward;…

Predicting the Future Is Easy

Jan 17 2011

‘Tis the season of predictions for the new year.  From where the S&P will end up to who will win an Oscar,…

This Is Not Your Parents’ Retirement

Jan 10 2011

Last week I had the opportunity to give three presentations about what I do and how I do it.  I’ve been practicing…

Fixed Rate Loans Are Risky, Too, Part Two

Nov 01 2010

Here’s Part Two of this conversation:  Fixed rate loans are really expensive.  I can’t seem to let this one go.  Told you…

It’s Time To Buy Gold, Right? No!

Oct 18 2010

The media is a-buzz with the price of gold. Time to buy, right?  No.  You’ve missed the boat.  Never hurts to have…

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