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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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Fiscal Cliff Financial Planning – Helping You Keep Your Cash from Being Taxed

By on November 12, 2012 in College, Tax Planning

Over the next few weeks, I’ll be sharing tax saving strategies for you and your family and friends to fight back and keep more of your hard-earned money. As I write this, there is uncertainty about what will happen with the schedule tax increases and federal spending cuts. While federal tax planning in up in [...]

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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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Head in the Sand? Are You Happy With Where You Are Financially?

By on September 25, 2012 in Achieving Financial Independence, Balanced Living, College, Counting Your Pennies, Goals-Based Planning, Investments, Post-Retirement Planning

You are where you are today because of the decisions you have made in your life. We usually get what we deserve in life.  When it comes to money, how you handle your monthly cash flow is the single most important factor in your financial success or failure.  As a financial planner, my idea of [...]

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A Local Housing Turnaround? Q & A with a Pro

By on August 28, 2012 in Outside Source, real estate

Inspired by the recent appraisal of my home for a refinance, I was curious what is going on in the local housing market. If you’re like me, you really haven’t wanted to know your specific home value and how much equity you have lost the past few years as your house value has plummeted. With [...]

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