by admin | Jul 11, 2014 | Archives
This was the question I was asked recently by a couple. They have wonderful income. They are great savers and have amassed a great deal of savings. And yet, they had the question: Are we financially secure for retirement? IT’s A STATE OF BEING For some individuals,...
by admin | Jul 7, 2014 | Archives
The deadline for the first phase of Obamacare, insurance exchanges for individuals, has passed. You may have chosen a health savings account (HSA), or you have been using one through your employer. In either event, they are becoming more popular and are worthwhile...
by admin | Jun 30, 2014 | Archives
I have met more than one individual that have wanted to take more than 10% out of their investments for retirement. They did not actually consider what percentage they needed, they were just thinking about the amount they wanted. If one is to have enough money to last...
by admin | Jun 30, 2014 | Archives
There are some very good investments that tie up your money and make it difficult to retrieve without large penalties or long waiting periods. Many of these investments are simply not geared to a format that can offer daily liquidity. Think of your house. It is a...
by admin | Jun 23, 2014 | Archives
As soon as you create a financial plan, it will likely be outdated the following day. Hence, this is not a reason to avoid completing a plan. I give a nod to our servicemen and military. They prepare each day and then prepare some more for things that may never...
