by ChrisOctober 9, 2012 Financial Planning, Under Age 35 Use Credit Card Points for College An excellent quickie article at Business Insider outlining credit cards that pay cash back to college savings plans: Business … Read More
by ChrisOctober 4, 2012 Cheap Ba***rd, Health Care & Insurance, Retirement Income Planning Saving on Healthcare – Excessive Medications My great aunt Rosie was quite a character – she constantly barked at my Uncle Angelo about every little thing … Read More
by ChrisSeptember 3, 2012 Asset Protection, Financial Planning, Under Age 35 Are You Executor of a Will? You May Be Personally Liable for Taxes I am running into a number of younger clients who are inheriting more and more from grandparents and parents. Thankfully, … Read More
by ChrisAugust 31, 2012 Financial Planning, Retirement Income Planning Social Security Maximization – the Hottest Topic in Financial Planning Over the past 12 months, I have been peppered increasingly with questions from my near-retired clients on social security questions: … Read More
by ChrisAugust 20, 2012 Observations & Analysis, Retirement Income Planning Retirement Income Planning Credentials Demystified I just saw a story that the Insured Retirement Institute (IRI) would be putting out a new retirement income designation … Read More
by ChrisAugust 13, 2012 Asset Protection, Financial Planning Keep Paper Copies of Online Account Information Image courtesy of www.LearningDSLRVideo.com You are likely among a large amount of Americans that manage their financial accounts online. You … Read More
by ChrisAugust 7, 2012 Financial Planning, Investing, Under Age 35 Young Investors Need to Think of the Endgame (Photo used with Creative Commons permission from the Vancouver Library) on Flickr In the past, If you could actually get … Read More
by ChrisJuly 27, 2012 Asset Protection, Financial Planning New Florida Law Simplifies Divorce and Beneficiary Conflicts (Photo used with Creative Commons Permission from JD Hancock on Flickr) In the past, divorcees who did not update beneficiary … Read More
by ChrisJuly 19, 2012 Downsizing, Retirement Income Planning It’s Not Just American Seniors That Want to Avoid Nursing Homes – Chinese Seniors Too (photo by Fechi Fajardo used with Creative Commons Permission from Flickr) It’s fairly common knowledge in the financial planning and … Read More
by ChrisJuly 16, 2012 Investing, IRA Planning, Retirement Income Planning, Under Age 35 6 Inherited IRA Mistakes to Avoid Note on Inherited IRA Mistakes: IRA issues can affect multiple generations! Inheriting an IRA is not like inheriting a car. … Read More