financial planning

Savings to Spend…Help for Those with Budgeting Challenges

Perhaps the single most important factor in reducing financial stress is managing cash flow. In their book The Millionaire Next…

10 years ago

Stop-Loss The Hidden Key to Health Insurance Savings?

Many employers provide or share the cost of health insurance, for their employees.  This is a wonderful benefit.  Since many…

10 years ago

Creative Retirement-Housing Options

Last blog we shared some ideas about how boomers may be able to retire on less money than many experts…

10 years ago

Should I use a Tax-deferred Investment Account?

However, while tax-deferred growth can be a good deal, paying taxes on the way out may be a bad deal…

10 years ago

Non-Qualified Deferred Compensation Distributions

Many company officers and other highly-compensated executives receive a whole host of employer retirement benefits, including not only a 401(k)…

10 years ago

Fee-Only Financial Planning

To iron out his retirement plan, Temüjin meets with a financial advisor. Temüjin’s plan is ambitious, with a travel itinerary…

10 years ago

What is Financial Planning?

With financial planning, not only do you map out your dreams. Even better, you create a plan for making those…

10 years ago

Should I Get Out of My Variable Whole Life Insurance Policy?

Meet Marcus. Marcus has poured tens of thousands of dollars into his whole life insurance policy. He's sick of paying…

10 years ago

It Pays to Evaluate Your Investments

A client expresses concern over his growing debt. The fact that the wealthy individual even has debt is puzzling. Despite…

10 years ago

Choose Term, Not Whole Life Insurance

Can I interest you in a car that has a built-in dishwasher? It’s just like a regular car, but unwieldy…

10 years ago