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How Families Can Calculate Retirement Income Wants versus Needs
Perhaps the biggest fear of families is how they will “get paid” in retirement. Gone is the regular paycheck and the annual bonuses; and, after years of building a nest egg, the new retiree is faced with the extremely uncomfortable task of tapping in to the hard earned savings.
Book Summary – How To Retire Happy Wild and Free
A few years back a colleague recommended that I read Ernie Zelinski’s How to Retire Happy Wild and Free. It was a GREAT recommendation as I’ve since re-read the book two additional times and recommended it to countless others.
While the book is targeted at folks that are either about to or recently have retired, it’s a great read for anyone.
Book Summary – Think and Grow Rich by Napoleon Hill
Napoleon Hill’s Think and Grow Rich was first published in 1937. It could just as well have been published today as the principles that Hill espouses are truly timeless.
Book Summary – How To Win Friends and Influence People
Probably my favorite book of all time is Dale Carnegie’s How To Win Friends and Influence People. Carnegie published his seminal work in 1936, and it has sold over 15 million copies!
How To Save Your Family $1,000s on Your Property Taxes
There are only two certainties in life – death and taxes. And while there is not a lot you can do regarding the former, in the case of taxes related to your home, there often is something you can do to minimize the bite of the tax man.
Should You Take A Lump Sum Pension Distribution?
So you’re faced with a choice: take the money now or wait for your pension to kick in. What do you do? In this article we take you through how to make the choice that is right for you
Should You Hire a Financial Planner?
If you are like a lot of folks, you would like to work with a financial advisor, but you are concerned about the cost. Further, you have heard the chatter in the popular press – to maximize your chances of success, keep your investment costs as low as possible. And that is great advice that…
Finding A Financial Advisor Even Your Mom Could Trust
You’ve come to the conclusion that you need the help of a financial advisor. Multiple friends have given you “their guys” name. You’re confused and overwhelmed. You don’t want to make the wrong choice and you’re worried that you may inadvertently hire the next Bernie Madoff. Sound familiar? That’s not surprising at all. For most…
Cash Out Your Stock Options?
With the stock market reaching new highs on a regular basis, the question of what to do with stock options is weighing heavily on many individual’s minds. While each individual’s situation is unique, there are some factors that you should consider as you make this decision: What is your plan? Decisions regarding the sale or…