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Making Sure the Kids Move Out – Education Planning
Education is near and dear to me. My wife spent four plus years as a teacher, and I invested the time to get my BS, MS, and PhD degrees in engineering.
Having a Really Bad Day – Putting in Place a Basic Estate Plan
One of the most important parts of the financial planning process is addressing the issue of estate planning. While estate planning can be extremely complicated, there are four key components that you should have in place
Your Greedy Uncle – Minimizing the Impact of Taxes
There are only two things that are certain: death and taxes. Now some folks will say paying taxes is “patriotic”; and, while I’ll concede, that we all have a moral and legal obligation to pay our taxes, I hardly consider paying more taxes patriotic.
Protecting Yourself and Your Family – The Importance of Insurance
If only everything went as planned…. Unfortunately, life does not work that way. And that’s why having a solid set of insurance policies in place is so important.
Enjoying Life AND Planning For the Future – Building a Savings Plan
There’s a famous saying that states “coffins have no pockets”. I could not agree more.
Where Does It All Go? – Understanding Income and Expenses
How many times have you gotten to the end of the month and wondered – where in the world did we spend all of our money? Don’t fret, you are in very good company
Any Road Will Get You There – Establishing Your Goals
Money for money’s sake does not really make a lot of sense. Rather, money is a vehicle through which life may be enjoyed. That begs two questions immediately
Leadership Lesson 30 – The Best for Last
Think about the last time that you really thanked someone. Perhaps you were facing some challenge or obstacle that seemed insurmountable, and your friend or colleague took the time to sit with you and help you figure out what to do.
Leadership Lesson 29 – Do The Right Things
One of my favorite sayings is: “We judge ourselves by our intentions, others judge us by our actions.” Ultimately, it’s not what you say, but what you do that matters most to people.