Posts Tagged "financial"

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…

The Bright Spots Exist in the Mortgage Market

Jul 18 2011

I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side,…

How To Make the Most of Your 401(k)

Jul 11 2011

401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…

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…

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…

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. …

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;…

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