Find where the real money is when you invest. Watch Paul go over the “beef” of your investments.
Five Things to Watch Out for When Buying Long-Term Care Insurance
You’ve researched long-term care insurance (LTCI) and are seriously thinking of buying a policy. Just make sure you’re doing it for the right reasons–don’t be swayed by unsubstantiated sales pitches. Here are some claims you’ll want to think twice about.
Company Buyouts
Knowing whether or not to accepts a company buyout is tough. There are so many variables to take into consideration, with the biggest being if you take the buyout, can you stay retired without the fear of ever running out of money?
Quit Drinking the Mutual Fund Cool Aid
The mutual fund industry has a nice image of low fees and good returns, but what will you find when you look deep inside the mutual funds books?
How to Break Bad Money Habits
Many of us plan thoughtfully for all kinds of life goals. Yet many of us spend impulsively, using our money on the moment rather than saving or investing it for the future.
Eliminating Unforced Errors
I play tennis and have for many years. I also have a very competitive nature and really hate to lose, especially when I believe I “gave” a match away; that I made too many mistakes.
Hurricanes & Retirement Planning
Since much of the country has recently spent a lot of time watching the Weather Channel and getting a refresher on how hurricanes work, it’s the perfect opportunity to see what we can learn about retirement planning from a discussion about hurricanes…
Robin Hood Dividend Thief
You’ve probably heard of the Robin Hood story. He’s the one who takes from the rich and gives to the poor. That sounds great unless you are the one he is taking from!
Every Dollar is Not Created Equal
Take out a dollar bill from your wallet and look at it. Now take out a second dollar bill and look at it. They look pretty similar, don’t they? They spend at the grocery store the same.
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Renters & Squatters
Just the other days I was meeting with a CPA in my area reviewing our planning process. It’s inevitable that when I review our planning process called Simplicitree we get into investment strategies.