Posts Tagged "budgeting"

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…

Budgeting Does Work (If You Make It Easy and Fun)—Part 2

Jul 04 2011

Now that you have a sense of what you’re spending as a result of prior decisions, what you’re spending each week, and…

Budgeting Does Work (If You Make It Easy and Fun)—Part 1

Jun 27 2011

If you didn’t skip this blog post, you’re probably hung up somewhere in your life on cash-flow or budgeting.  Most of my…

Making Sure Your Tools Still Make Your Plan Work

Apr 25 2011

The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…

Fear, Loathing, and Promises on Tax Day

Apr 18 2011

I know what a vast majority of you are doing today:  You’ve gotten over your fear that your accountant has forgotten you. …

Navigating the Waters of Long-term Care Insurance

Mar 14 2011

I’m almost afraid to take on this one, but here goes. I’m in the process of deciding on long-term care for my…

Volatility Threatens Your Business and Your Portfolio

Mar 08 2011

Many of the business owners I have been working with tell a similar story over the last four to five years:  Business…

Diversify the Tax Impact of Your Retirement Income

Jan 24 2011

There’s an industry rag I read weekly called Investment News.  Recently the “Retirement Watch” column reminded planners not to overlook tax efficiency…

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