Posts Tagged "new year"

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;…

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…

Start Off Slowly

Jan 03 2011

Holidays are over.  The season of “too much” is over.  Thank goodness.  Back to the office to brush off the cobwebs and…

Makes Plans Rather Than Resolutions

Dec 27 2010

Okay, a little clarification on my ban of New Year’s Resolutions.  In blogs past, I’ve said “Don’t make New Year’s resolutions.”  People…

Check Off These Items on Your Checklist

Dec 13 2010

No waxing poetic this week. Just some bulleted items for you to add to your end-of-the-year craziness: Call your accountant if you…

‘Tis the Season To Throw Things Away

Dec 09 2010

I’m late to the blog this week.  I admit it.  David Allen’s newsletter finally got me moving.  I’m a big fan of his. …

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