The path to a successful retirement starts with creating an overall plan

To live an abundant retirement lifestyle, you can no longer rely solely on a company pension plan or Social Security.

Read More

Financial Goals for 2019

Some people make New Year’s resolutions. Fewer actually stick with them for very long. But most do agree that having goals, and striving to achieve them, is important.

Read More

Five Things to Watch Out for When Buying Long-Term Care Insurance

You’ve researched long-term care insurance (LTCI) and are seriously thinking of buying a policy. Just make sure you’re doing it for the right reasons–don’t be swayed by unsubstantiated sales pitches. Here are some claims you’ll want to think twice about.

Read More

Introduction to Retirement Planning

Retirement planning involves an analysis of the various choices you can make today to help provide for your financial future. To make appropriate choices, you need to predict–as well as you can–your future economic circumstances.

Read More

401K Mistakes

Saving in your 401K can be an easy and painless way to build your retirement savings. Because it’s so easy and painless, it can also be ignored for long periods of time, which often leads to mistakes like…

Read More

Ten Little Parallels

When I am trying to find a good topic on which to write, I tend to gravitate to things like “lessons learned” or “lessons I wish I learned” or “lessons people should learn.”

Read More

How to Break Bad Money Habits

Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.

Read More

Eliminating Unforced Errors

I play tennis and have for many years. I also have a very competitive nature and really hate to lose, especially when I believe I “gave” a match away; that I made too many mistakes.

Read More

Hurricanes & Retirement Planning

Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, it’s the perfect opportunity to see what we can learn about retirement planning from a discussion about hurricanes…

Read More

Developing A Financial Fitness Program

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you’ll ever buy in your lifetime is your retirement.

Read More