5 Key Things You Need to Know About Money
“Make everything as simple as possible, but not simpler.” – Albert EinsteinThere is no shortage of information on the topic of personal finance but, at the end of the day, building a solid f [more]
Does your transition style match your retirement plan?
Yo, I’ll tell you what I want, what I really, really want, So tell me what you want, what you really, really want, - Spice girls, WannabeWhen I ask preretirees what they want in retirement, I [more]
Learning From the Financial Mistakes of Others
“Learn from the mistakes of others. You can’t live long enough to make them all yourself.” – Eleanor RooseveltA few years ago, I embarked on a business venture with a friend. As part of ou [more]
Rent or own vacation property
Every year, I meet more and more people that have bought vacation property or are thinking about buying vacation property.  The question I get is whether this is a good idea or not.It’s in the n [more]
Tips to save on your life insurance costs
There’s an old joke: “If I was walking down the street and saw my insurance agent, I’d cross the road so I wouldn’t have to talk to him.”I handle life insurance as part of my financial-p [more]