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Total: 7 results found.

Live on Less Than You Make

Created on Monday, 16 July 2018. Posted in Content/our blog

Live on Less Than You Make I know that you think this is so simple, that anyone can do it. Then why are so many Baby Boomers approaching retirement worried about having enough money? Many in our generation ...

Investing Your Time vs. Spending Your Time

Created on Friday, 15 June 2018. Posted in Content/our blog

Investing Your Time vs. Spending Your Time The same principles of investing money apply If I asked you how you spend your money, you could answer with a decent amount of precision (and maybe ...

Setting Financial Goals

Created on Tuesday, 08 May 2018. Posted in Content/our blog

... money to maintain 80% of my present standard of living until I am 95.  Measurable - In the Marine Corps we have a saying "don't expect what you can't inspect." Have a quantifiable result in mind. ...

Do You Have A Bad Financial Planner?

Created on Thursday, 02 November 2017. Posted in Content/our blog

... you time, money and stress. If your financial planner doesn't keep you up to date on your plan, that is a bad signal. Is your planner contacting you periodically? Is your investment profile updated annually? ...

News & Weblinks

Created on Monday, 30 April 2012. Posted in Content/resources

...  EFTPS (Federal Tax) HARP Home Refinancing Nerd Wallet Crestmont Research Moneychimp AnnualCreditReport.com BankRate.com SavingForCollege.com Calculators ...

Investment Consultation

Created on Monday, 30 April 2012. Posted in Content/services

... be given on appropriate distribution strategies to minimize the likelihood of running out of money or having to significantly reduce spending during your retirement years.  ...

Financial Planning

Created on Monday, 30 April 2012. Posted in Content/services

... accounts (such as money market funds) for such reserves, plus strategies to save the desired amounts. Education Funding - Our education funding review may include projecting the amount that will be needed ...