Category Archives: Planning Tips and Goals

Mine, Yours and Ours: Guidance for Unmarried Couples on Joint Banking Accounts, Co-Signing Loans and Buying a House

Unmarried couples face unique money issues and financial planning opportunities. For example, how do you own your assets?  There’s a shared joy from living together and a temptation to own things “together.” There are going to be expenses – some … Continue reading

Posted in Planning Tips and Goals | Comments Off on Mine, Yours and Ours: Guidance for Unmarried Couples on Joint Banking Accounts, Co-Signing Loans and Buying a House

Top 5 Favorite Online Financial Tools and Their Limits

Imagine you’re being shipped to a deserted tropical island. What one item would you take? Now ask a thousand people the same question. We’d face similar conditions but would choose different things. Some would go for survival – drinking water, … Continue reading

Posted in Planning Tips and Goals, Retirement Planning, Social Security | Comments Off on Top 5 Favorite Online Financial Tools and Their Limits

What worries the world? Here’s what one survey says

What are your top three worries? Do they serve as anchors and impede your progress? Or do you acknowledge that the world’s an uncertain place, you plan accordingly and live your life? Football coach George Allen, Sr. once said “Forget … Continue reading

Posted in Planning Tips and Goals | Comments Off on What worries the world? Here’s what one survey says

Planning Under the Clouds of Dementia and Reducing Financial Elder Abuse

“It’s not the men in your life that matters, it’s the life in your men.” Mae West had a way with words and exuded a playfulness in life. The legendary actress and playwright delighted audiences and horrified guardians of morals … Continue reading

Posted in Personal Financial Planning, Planning Tips and Goals | Comments Off on Planning Under the Clouds of Dementia and Reducing Financial Elder Abuse

Reasons People Get Off Track Financially

Staying on track is challenging. Investors face too many choices – including the lure of “almost too good to be true” solutions – that make mapping their financial plan confusing. And distractions pop up – crisis du jour – that … Continue reading

Posted in Planning Tips and Goals | Comments Off on Reasons People Get Off Track Financially

Crossing the Rubicon

The triumphant Julius Caesar stood on the northern banks of the Gaul River with his army. He agonized over his next move. Caesar had expanded the borders of the Republic into modern France, Spain and Britain in a decade long … Continue reading

Posted in Planning Tips and Goals, Taxes | Comments Off on Crossing the Rubicon

A Healthier 2018 – Six Questions

Old Chinese proverb goes “I hear and I forget; I see and I remember; I do and I understand.” Knowledge was passed by the ancients to their children often by stories and demonstration. Formal schools later emerged in China about … Continue reading

Posted in Planning Tips and Goals | Comments Off on A Healthier 2018 – Six Questions

Use Your $1.5 Million Wisely

Whaling played an enormous role in American life for almost 200 years. Over two thirds of the world’s 900 whaling ships sailed from American ports and making many East Coast ports rich including New Bedford, Massachusetts and Nantucket. Whale oil … Continue reading

Posted in Planning Tips and Goals | Comments Off on Use Your $1.5 Million Wisely

Avoid Complacency – Time Catches Up

Avoid Complacency – Time Catches Up Stewart Stafford said, “The quickest way to run out of time is to think you have enough of it.” Time catches up. Sometimes it’s a doozy. How can we keep our futures bright? There … Continue reading

Posted in Planning Tips and Goals | Comments Off on Avoid Complacency – Time Catches Up

Your Guiding Angel

Frank Capra’s film “It’s A Wonderful Life” was released in the winter of 1946. It would take almost three decades before it became a classic. The finer things in life tend to take time. Senior Angel: “A man down on … Continue reading

Posted in Planning Tips and Goals | Comments Off on Your Guiding Angel