by ChrisFebruary 6, 2012 Cheap Ba***rd, Retirement Income Planning Small Changes = Big Savings in Your Retirement Budget In my evening reading, I came across a nice article tip on saving money by getting oil changes when your … Read More
by ChrisJanuary 30, 2012 Financial Planning, Observations & Analysis The Honest Broker – Reflections on Seth Godin’s Comments From the blog of the famous Seth Godin: The honest broker It really is a choice, one or the other. … Read More
by ChrisJanuary 23, 2012 Asset Protection, Investing World Losing Respect for Dollar – Can Gold Help You? It’s coming. The fastest growing economies are just tired of our BS. As a nation we use our military and … Read More
by ChrisJanuary 20, 2012 Asset Protection, Financial Planning, Under Age 35 Are You Exposed to Indirect Liability? Many of my clients are aware of the fact that their children’s activities with the family car and other family … Read More
by ChrisJanuary 17, 2012 Downsizing, Retirement Income Planning Retirement Housing Options Not Just an American Problem – Rwanda Too While traditionally the elderly have been taken care of by their family, the emergence of retirement homes causes worries that … Read More
by ChrisJanuary 12, 2012 Retirement Income Planning Is 60 the New 40? And is 90 the New 85? In a recent article, Medical News Today highlighted a recent Census Bureau report which predicts that there will be 9 … Read More
by ChrisJanuary 11, 2012 Downsizing, Financial Planning, Observations & Analysis, Retirement Income Planning WSJ: “Don’t Let Grown Kids Ruin Your Retirement” “How much are you willing to sacrifice?” Mr. Ellis recalls asking the retired couple. “Are you willing to give up … Read More
by ChrisJanuary 9, 2012 Observations & Analysis Celebrate 2011 – An “Outstanding” Year or One of the “Hardest Ever” for Investors? Among my various readings over the past 2 weeks, I cam across these two articles: 11 Reasons Why 2011 Was … Read More
by ChrisDecember 14, 2011 Financial Planning, IRA Planning, Retirement Income Planning Don’t Make This Costly IRA Beneficiary Mistake A beneficiary mistake on an IRA can cost you thousands… You’ve done your estate planning. You’ve put assets into a … Read More
by ChrisDecember 12, 2011 Asset Protection, Financial Planning Estate Planning Lessons from Dad A wonderful story appeared in the financial blog GetRichSlowly: Rather than blab let me share the author’s words: But the … Read More