I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…
Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…
There are three good things that come out of tax time: (1) it officially ends the previous year, so onward and upward;…
Last week I had the opportunity to give three presentations about what I do and how I do it. I’ve been practicing…
Holidays are over. The season of “too much” is over. Thank goodness. Back to the office to brush off the cobwebs and…
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…
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…
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. …
