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Another Silver Lining to Investing in an IRA

By on March 19, 2013 in Achieving Financial Independence, Balanced Living, Estate Planning, Goals-Based Planning, Post-Retirement Planning, Tax Planning, Uncategorized

This is the time of year you will hear much about IRAs (Individual Retirement Accounts) This is because an IRA contribution is the last tax deduction you can still create for your 2012 tax return to make a pretax IRA contribution (provided that you not eligible for another form of retirement saving, ect 401k defined benefit [...]

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5 Big Financial Planning Mistakes – COST YOU A BUNDLE

By on January 28, 2013 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Estate Planning, Goals-Based Planning, Insurance, Investments, Investor Psychology, Post-Retirement Planning

Avoiding life’s big financial planning mistakes is not hard if you plan well. Financial planning, however, takes a backseat to day-to-day living for many people and this is where the potential problems creep in. Here is a list of five key planning issues that everyone should address: 1.     Not Enough Liquid Savings Having plenty [...]

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A 2012 Holiday Gift for You

By on December 14, 2012 in Balanced Living, Child's Play, College, Goals-Based Planning

Happy December!  With the days counting down to Christmas, year-end and the impending buzz on the Fiscal Cliff, I just wanted to send you a brief message and direct you to a few of our posts that have received considerable attention, most likely because they relate to issues most near and dear to our own personal lives…college [...]

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Planning a Softer Landing from the Fiscal Cliff-Featured Article from Jeff Singer CPA

By on November 20, 2012 in Achieving Financial Independence, Balanced Living, Tax Planning

  Get Life Planning Today delivered by email Featured Article from Jeff Singer CPA It would be an understatement to say that planning in today’s environment is challenging. We hear about the ominous fiscal cliff and the unwanted effects of sequestration. Our leaders believe they can reach a common ground to get an effective plan [...]

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Who is Your Financial Planner?

By on November 1, 2012 in Achieving Financial Independence, Balanced Living, Goals-Based Planning

Financial Planners are for Everyone “Failing to plan is planning to fail.” – John Wooden” It was recently brought to my attention that many people think that only “rich” people have financial adviser’s.  Nothing could be farther from the truth. If your family income is over $100,000/year or you are retired with investments of $200,000 [...]

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The morning after: 3 things you should do in the face of a natural disaster

By on October 30, 2012 in Achieving Financial Independence, Balanced Living, Insurance

The morning after: 3 things you should do in the face of a natural disaster Millions of homeowners in the Northeast woke up today and confronted the specter of flooded structures, fallen trees and other serious property damage. Last year’s Hurricane Irene clocked in as the fifth most expensive hurricane in history, with $19 billion [...]

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Paying off Your Monthly Credit Card Balance Could be a Sign of Overspending

By on October 25, 2012 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Post-Retirement Planning

Sure, the upcoming will election results will have some impact on your financial future, but nowhere near as much as the everyday spending/saving decisions you make. By now, you have probably concluded that you cannot count on investment returns to propel you to sudden wealth or even a financially secure future.  It’s a shame that [...]

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5 Tricks to Save on Halloween Treats and Costumes…may turn into your Treat!!!

By on October 23, 2012 in Achieving Financial Independence, Balanced Living, Child's Play

5 Tricks to Save on Halloween Treats and Costumes Don’t let the cost of this year’s Halloween celebration scare you. Find out how to make costumes on the cheap and save a bundle on candy. Halloween is fun for both kids and adults. But with costumes, candy, and decorations to buy, the price for your [...]

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Best and Worst October Buys

By on October 12, 2012 in Achieving Financial Independence, Balanced Living, Counting Your Pennies

October is a strange month for shopping, since we’re now within a stone’s throw of the biggest shopping event of the year: Black Friday. You might want to put off most purchases until the attention-grabbing deals start flowing in next month. But now that you have finally filed your extended tax return and are anticipating [...]

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