Financial Independence 2: No More Surprises

Posted by on Jul 26, 2014 in General | 0 comments

“Wisdom is learning to let go when you want to hang on. Courage is learning to hang on when you want to let go.” – Mark Amend This is second in a continuing series on real financial independence, and I’m here to alert you to those items in a family‘s financial life that can wreck […]

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Caring For Two Generations!

Posted by on May 19, 2014 in General | 0 comments

“You cannot drive your car looking at the rear view mirror. Focus on going forward.” – Steve Harvey Depending on your perspective, this can feel like a double-whammy. Certainly, as with children, it’s always a better idea to focus on the benefits of more time with your parents, etc. … but yes, I’ve seen many […]

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Rules For a Financially-Happy Marriage (Part 2 of 2)

Posted by on Jun 1, 2013 in General | 0 comments

So let’s dive right in, shall we? First, look carefully at your company‘s benefits plan. Disability insurance is probably the most neglected insurance. Consider signing up through a work plan. More employers are implementing flexible savings accounts, which allow you to pay for various medical and other specific types of expenses with pretax dollars. They […]

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Can you retire tomorrow?

Posted by on May 19, 2013 in General | 0 comments

If you become permanently  disabled tomorrow, you may be forced to retired.  Are you ready?   Here are some startling  statistics.  It happens more often than you’d imagine. Just over 1 in 4 of today’s 20 year-olds will become disabled before they retire. Over 37 million Americans are classified as disabled; about 12% of the […]

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