Category: Planning
-
How Long Is Your Retirement Runway?
Many of the calls I receive from prospective clients are those in an age window of 45 to 60 year old. For many of those, while they may not initially admit it we finally get around to the fact that they are on approach for retirement and they are not sure about how they will…
-
Your Child Needs You To Make Adult Decisions
It seems to be a crazy question, but would you let your child do things that might hurt themselves or negatively affect their life? Most of us would never let out child play in the middle of the road. We would never let them play with or stick things into an electrical outlet. We would…
-
Christmas? It’s Here…Again
Christmas Day is two months from today. Is that not hard to believe? Where I live, the weather is still almost summer like. Regardless, the gift giving season is upon us. Are you prepared financially for the holiday season. Ready or not, it’s here…again. For most you are not likely ready. Nothing has been saved…
-
Discipline – The Key to Success
Most of us want to succeed. We want to be successful. We want to accomplish something. I have met very few who did not. There is one thing that is often the missing link when we do not succeed as we could. Discipline. Truthfully, true discipline is the key to success. It really does not…
-
Time For a Withholding Checkup
We are quickly approaching the middle of this fast moving year. For those of you who were ready and prepared, you are now past the tax season and are thankful to have all of that mess behind you. You may have been one who owe your state and/or the IRS some money or you may…
-
There Is Still Time to Save For Christmas
Today marks six months to the day. It is hot outside and I mean hot! The last thing you are thinking about is Christmas. Believe it or not, like it or not – Christmas is just six months away from today! It is always easier on the wallet to save I’ve a full year, but…