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.
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.
Paul Durso on WBTV: Tax Refund Tips
Tax time is no fun especially when you have to pay the IRS. Watch Paul Durso explain a few tips on how to save taxes.
Income Planning Mistakes
Today’s thinking is that there is a good chance you could be retired for 30 or more years!
Stop Buying Raw Land
Wall Street has a problem. They love to make money, like you and me, but sometimes they make money at your expense. Learn how to position yourself to make the not just profit, but income and profit.
What A Difference A Year Makes
Retirement can be a very scary time in someone’s life especially if they are not sure if they have enough to last throughout retirement.
It’s Not the First Time, and Won’t Be the Last
I recently read a Bloomberg article called “Mom and Pop Sit Out Rally, With Stock Exposure at Six-Year Low.”