Blog 2017-05-09T14:42:03+00:00


The Rough Consequences of Not Saving for Retirement

Do you really want to risk facing these potential outcomes?   Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of one’s income, money that could be used for any number of bills or luxuries, is a sacrifice made in [...]

By |Categories: Retirement|Tags: |

Cash Flow Management : An underappreciated fundamental in financial planning

Even if you are not a business owner, cash management is an important part of the financial planning process.   You’ve probably heard the saying that “cash is king,” and whether you own a business or not, it is a truth that applies. Most discussions of business and personal “financial [...]

By |Categories: Financial Planning|

How Will You Spend Your Retirement Savings?

Keep an eye on where it goes, as some destinations may be better than others.   You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics, you will [...]

By |Categories: Financial Planning, Retirement|

Tax season is in full swing… and tax scams are everywhere

How can you can tell if a crook is claiming to be the I.R.S. in an effort to steal your money or personal information? Watch for these giveaways.   The I.R.S. will never call you to demand immediate payment of income taxes. Anyone owing federal taxes first receives a written [...]

By |Categories: Financial Planning|