Do you enjoy traveling? Is there on place you like to visit on a regular basis? Do you enjoy the freedom of knowing you can stay in a luxury room when you do travel? If you answered yes to any [...]
Do you have children who are getting ready for college? Have you considered there are more things that need to be addressed besides writing a check for tuition? If you have been planning on [...]
Last week I shared an experience that some friends of mine had with a life insurance agent. The interesting part is that the day before that blog was published I came across an article on Yahoo [...]
Part two in the budget monitoring blog that I am doing the month of July. While this is not going to be a very long series of blogs or comprehensive it is does lay the groundwork for anyone who [...]
Do you think of your estate planning? With today’s heavy reliance on digital information and the Internet it is important that when someone is creating an estate plan that they include their [...]
Are your investments not in the proportion you have as targets? Is one asset out preforming another? If you answered yes to these two questions it may be time to take a look at your investments [...]
Over the previous three weeks and six blogs we have gone through the very basic steps of creating a fairly comprehensive financial plan. Regardless of if you will engage someone to help you with [...]
The final component of the outline to the basic financial plan is going to be estate planning. For the average married couple federal estate taxes will not be an issue. As for state estate [...]
The next part of the journey in our financial plan is asset allocation. When we consider the asset allocation we are talking about equities, bonds, real estate, commodities, and cash. Depending [...]
As we continue on our path to a financial plan the next stop is one that may get a little complicated and that is in the area of insurance. Now there are many types of insurance and all are [...]
