Inheritance, by definition, is the devolution of property on an heir or heirs upon the death of the owner. Wow! Can you imagine a more impersonal definition of inheritance? I know the topic is controversial and not everyone views an inheritance the same way, but it is a very important subject to reflect on. Granted, [...]
Archive for the ‘Retirement Investing’ Category
If you happen to follow any type of financial news, you may have noticed a large interest being placed on gold in the current market. There are television commercials offering cash for gold as well as local and home business’s that are sprouting up everywhere to get in on the modern day rush. However, before [...]
It’s safe to say when it comes to money that we all have different emotions with handling it. If that weren’t true, we would all have stress free relationships when it comes to the topic. So, why is there no simple formula that works for everyone? The answer is that we all have different financial [...]
As individuals and families nudge ever so closer to the end of their career and the beginning of retirement, their minds can’t stop from wandering about the what if’s that lie ahead. The most popular question I’m asked when working with these fine people is “Do I have enough money to provide an income for [...]
If you’re considering retiring in the near future, you’ve probably heard or read that you need about 70% of your end salary to live comfortably in retirement. This estimate is frequently repeated … but that doesn’t mean it is true for everyone and it may not be true for you. You won’t learn how much [...]
Why is it that most people plan thoughtfully for life goals but seem to push to the side their financial planning goals? This is a question that has confused me for years. It’s like people are programmed to fall short on financial matters. Then it hit me, most people are programmed to fall short on [...]
It’s that time of year again, the time we conduct a self evaluation of ourselves and circumstances and see what areas we want to improve. We like to refer to them as resolutions even though we should call them and, more importantly, treat them as goals. Regardless of your choice of terms, this year happens [...]

