Posts Tagged "cash flow"

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…

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. …

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…

Lanning on 2011 Mortgage Rates: Higher But Still Good

Feb 07 2011

Okay, I’ll throw my hat into the contest ring of “Where will mortgage interest rates be this year?”  My answer is “higher…

Your Company’s 401(k) Is Not As Great As You Think

Jan 31 2011

I’m reading a book called The Better Money Method, which tells the story of how to create tax-free income in retirement.  It’s…

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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