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January 2019

In this issue we will be covering these topics: ​The Others In Your Retirement Your 2018 Tax Return: Will You Pay More or Less? Cover Your (Small Business) Assets. IRA. 401(K). YOYO   Download PDF File Here
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54 Hits
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December 2018

A Retreat to Move Forward Easing Off Accelerated Debt Reduction Getting to "AHA" with Whole Life Insurance Can Imaginary Numbers Effect Real Change?   Download PDF File Here
  117 Hits
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117 Hits
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November 2018

Getting On The Right Track To Buy or Rent? Your Results May Vary Smart Giving Remembering What You Already Forgot   Download PDF File Here
  147 Hits
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147 Hits
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October 2018

The Deception of the Ledger Life After Driving: An Overlooked Phase of Retirement In America, Anyone Can Borrow Like a President (But Should They?) Who's In Your Dunbar Number?   Download PDF File Here
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98 Hits
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September 2018

The Antidote for Irritationality Keep Saving "Alive" During A Disability The Backstory for "Buying The Farm" Empty Nest Catch-Up Plans   Download PDF File Here
  223 Hits
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223 Hits
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August 2018

Is It Time to Flip the Script? Keeping Permanent Life Insurance Permanent College Knowledge: 136 Names for Student Loans That's Funny (And True).   Download PDF File Here
  162 Hits
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162 Hits
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July 2018

On Fire For Retirement Paid-Up Whole Life Insurance- With Just One Payment Are Your Vital Records Certified? Business Built to Survive Creative Destruction   Download PDF File Here
  146 Hits
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146 Hits
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June 2018

​R esist the Fan's Expertise Employees Want Their Pensions Back What's the Real Price of R etirement? Is Care-giving  In Your Fina ncial Future?     Download PDF File Here
  251 Hits
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251 Hits
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May 2018

​ 'Guaranteed' is Better than 'Safe' ​ Taxes: The Obvious and Not-So-Obvious ​ Non-Can: A Term You Need to Know ​ You Should Be a Rate-Shopper   Download PDF File Here
  242 Hits
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242 Hits
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April 2018

  "If We Hurry..." ​ The Real-Life Story-Song of Harry Chapin ​ If You're One of the 10%, Cool. If Not, Keep Working. ​ CSRs Are Not Financial Professionals   Download PDF File Here
  231 Hits
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231 Hits
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March 2018

Re-Inventing Personal Finance Auto-Enrollment: A "Nudge" Toward More Debt? "Too Late Smart" About Life Insurance? Three Steps to Preventing The Lost Estate Plan   Download PDF File Here
  189 Hits
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189 Hits
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February 2018

Who Passes Up a 400 Percent Return? The Tension between Opportunities and Guarantees Tax Management Can Be a Financial Emergency   Download PDF File Here
  185 Hits
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185 Hits
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January 2018

College Education v. Debt and Savings Unintended Consequences: 401(k)s Clobber the Best Savers Term Life Insurance: It's Not So Simple   Download PDF File Here
  205 Hits
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205 Hits
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December 2017 Newsletter

Better Benchmarks for Financial Balance!  While every personal economy is different, key aspects of successful wealth management can be articulated with simple benchmarks which, if followed, give you a solid chance of surviving or thriving under most circumstances. Many of the personal finance metrics still in use today trace their origins to ...
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221 Hits
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November 2017 Newsletter

How would you pay $50,000 in medical bills, due over the next six months? Much of the planning in personal finance is focused on the future, like how much needs to be saved to retire, and how much of what's saved can actually be spent. But the future has a slim chance of coming to fruition if the financial challenges of the present aren't adeq...
  260 Hits
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260 Hits
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October 2017 Newsletter

We are captivated by events in which small, ordinary actions produce extraordinary results. In the financial world, this delight and wonder is often directed toward compounding, the way invested money can seemingly multiply itself. But sometimes we are so intrigued by the extraordinary aspects of compounding that we overlook the ordinary actions th...
  187 Hits
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187 Hits
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September 2017 Newsletter

Just because you have a plan doesn't mean it will work. An integral feature in many personal financial programs is a projection of future accumulations, and the retirement income this accumulation could provide. This projection is derived from a combination of the number of years (to accumulate and decumulate), the amount of money (either deposited...
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208 Hits
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August 2017 Newsletter

You are not so smart-but you can get lucky! I f you want to be successful, you should emulate successful people. Seems logical, right? But David McRaney, author of the 2011 book, "You Are Not So Smart," says the successful – great athletes, wealthy business owners, popular entertainers, powerful politicians – may not know the secrets to their succe...
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196 Hits
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July 2017 Newsletter

                        Professional Assistance = Time Management How much of our time is spent merely existing instead of living? This was the question posed by Arnold Bennett in his 1910 book "On Living." Bennett, a novelist and maga...
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198 Hits
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June 2017 Newsletter

                                   The Same Retirement in Feet & Meters ! B oth the English and Metric systems provide accurate measurements of distances, weights and volu...
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195 Hits
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