great life

How Does The Gift Tax Work?

So you’re thinking about giving a family member some money to help with a down payment on a home. Or…

12 months ago

Market Volatility Happens

The last two months have brought continued market volatility to both stocks and bonds. It can be hard to stomach…

5 years ago

Retire Now, Live On the Beach, For about $200,000-$300,000

Many people are ready to make the transition to retirement.  They envision living a less stressful, carefree lifestyle.  Where they…

7 years ago

Time to Retire, is it still safe to withdraw 4%?

How much can retirees withdraw from their nest egg each year?  This is a question that many thought was answered…

7 years ago

Late in Life Career Changes: Second Acts for Older Adults

Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…

7 years ago

Has Investment Volatility Been Keeping You Awake at Night?

It sure seems like we’ve had our fair share of investment volatility of this century.  There have been two major…

8 years ago

Now the Good News!

Inflation since 2008 has been very low. The average since 2008 is a paltry 1.48%. The numbers annually are as…

8 years ago

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…

9 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…

9 years ago

The Three Boxes

It is important to understand your cash flow; you want to know where your money is going. For the purposes…

10 years ago