Lori and I have our two children, Chuck and Jordan. As any parent, who raised their children in a responsible way, we thought our kids would take care of us to some degree in our later years.
Understanding Risk
Few terms in personal finance are as important, or used as frequently, as “risk.” Nevertheless, few terms are as imprecisely defined.
There’s is No Downside to Downsizing
What is it about the word “downsizing” that creates a feeling of dread in most of us? Is it all the decisions that need to be made?
Wearing Your FInancial Jersey
What can we learn about retirement planning from the jerseys that players wear while playing sports? Actually, we can learn quite a bit…
Passing Down Your Wealth
You have done well in life. You’ve saved enough money to last you the rest of your life and then some. That was your first goal.
Charlie Bowers on WBTV: Tax Time
Watch Charlie explain some simple yet very effective ways to save on taxes.
The Four Horsemen of the Apocalypse
Sounds ominous, doesn’t it. And if you’ve read the last book of the Bible, called the Book of Revelation or the Apocalypse
Charlie Bowers on InFocus: Tax Law Changes
Watch Charlie Bowers talk about the new tax law changes and how they will impact you and what you can do the mitigate the burden of tax cost.
Income Planning Mistakes
Today’s thinking is that there is a good chance you could be retired for 30 or more years!
Deciding What to Do with Your 401(k) Plan When You Change Jobs
When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you?