Fall Financial Planning Checklist
September is a great time to reflect, recharge, and regroup towards your goals for the year. Summer vacations are over, school is back in session, and now is an opportune time to review the following...
View ArticleYear-End Financial Planning Checklist
The end of the year is when a lot of deadlines come up. So as 2012 winds down, it’s a great time to make sure your accounts are in order. It’s wise to use a checklist to see where you are and what you...
View ArticleNew Year – Financial Planning Checklist
For most of us, the beginning of the year is a time to reflect on the prior year and to set new goals for the future. I highly recommend writing down your goals, financial and otherwise, as this...
View ArticleThe Number 1 Secret to Building Wealth – Spending Less than You Earn
Often the most difficult piece of information for clients to supply is how much money they spend annually. Many Americans have no clue how much they need to sustain their lifestyle for one year. Most...
View ArticleSecond Home Buying Manual
Buying a second home is a major financial accomplishment, but it can be a financial nightmare if you don’t properly plan. Before you get caught up dreaming about your peaceful, serene weekend getaway,...
View ArticleHow the New Tax Laws Nickel and Dime High Income Earners
Many people, especially higher-income types, will pay higher taxes next spring. Don’t be surprised that your returns take a bigger bite. While we were celebrating the New Year on Jan. 1, Congress...
View ArticleHow Much Does it Cost to Quit Your Job for a Year?
You know you’ve thought about it. But how much does it really cost to quit your job for a year? Perhaps you would finally write your novel, learn to speak French, or take an extended trip to...
View ArticleHow Much Does it Cost to Vacation in Costa Rica for Two Weeks?
Costa Rica is a dream vacation destination for many Americans, but how much does it cost to vacation in Costa Rica for two whole weeks? If you’ve dreamed of sail fishing in the Pacific, zip-lining...
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