Posts Tagged "estate plan"

Children and Money: Give an Allowance, Get Out of the Way

Jun 28 2017

In my last post, I argued that you should give your kids an allowance so they can begin learning money management skills…

Children and Money: Teaching Them to Fish

Jun 26 2017

One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day.…

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…

You Can Maximize Your 401(k) and Its Returns

May 23 2011

If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…

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…

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;…

Owning a Home Becoming Cheaper Than Renting

Mar 21 2011

Or, perhaps better said, being a landlord is becoming more profitable.  A Deutsche Bank study recently released shows that renting a home…

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…

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