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Category Archives: Personal Finances
Get retirement advice from the experts – actually retirees. Read this post for what current retirees would have liked to tell their 40-year-old selves about retiring, if they could go back in time. Share this:
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Three separate surveys last month point out concerns about the economy and retirement. Click here to read an article about these surveys. Share this:
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In this article you’ll learn that all the retirement surveys you’ve been reading may be faulted. How? Read this to find out more. Share this:
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Or, more importantly, how you teach your children about money matters. It matters a lot. Your children look to you to learn important lessons about money at an early age. Read this for some tips on teaching your children or grandchildren valuable … Continue reading
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If you or a client are like the 25.5 million Americans faced with working and caring for a relative, read this for tips on balancing your work responsibilities and caregiving. The good news – many employers are beginning to understand and are … Continue reading
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Well, you’d better ask your spouse’s opinion. Chances are, you disagree. Read this article about a recent Fidelity Investment survey. Almost two-thirds of couples disagree on what age to retire and one-third don’t agree on where they should live in retirement. … Continue reading
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“Freedom is not synonymous with choice. Freedom is being unobstructed, acting out of our deepest nature… not to march to anyone else’s drummer — even if that drummer praises us, bestows honor on us, or a good salary. Our own … Continue reading
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A recent speaker told a story that I think most of us can relate to. Here’s my version of it. Whenever I get in the car, I have a driving companion named Tom. Tom has an Irish accent. He charmingly … Continue reading
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That’s what timber baron Wellington R. Burt must have been trying to do when he created his will. Read this article and see how Burt distributed his fortune to his family. Let’s just say his great-grandchildren and beyond are happy. Children and grandchildren, not … Continue reading
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The wealthy in America today have two things in common. They are typically entrepreneurs (but have earned their money in a plethora of different fields) and they are not big spenders. Read this article about how wealth is what you save, not … Continue reading
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