TEACHING YOUR KIDS FINANCIAL RESPONSIBILITY
The easiest way to teach children the value of money is to borrow…
HAVE YOU HAD THE RETIREMENT CONVERSATION WITH YOUR SPOUSE?
“To get the full value of joy, you must have someone to divide…
DO IT YOURSELF INVESTORS: THE COST OF DOING NOTHING
Imagine the following situation: I recently met with a couple…
HAVE ENOUGH TO RETIRE - AND HELP YOUR KIDS?
I recently met with an older couple who wanted to know if they…
RETIREMENT CATCH UP: MAKING UP FOR LOST TIME
After having worked so hard and having “followed the book”…
FINANCIAL PLANNING AND YOUR SUMMER VACATION
Vacation, all I ever wanted Vacation, had to get away Vacation,…
3 TIPS UPON RECEIPT OF AN INHERITANCE
A few weeks ago I received a call from a 24 year old, who unfortunately…
PLAN ON WHAT YOU HAVE - NOT WHAT YOU MAY INHERIT
Your parents should live and be well. The question is: will they…