Tag Archives | Life Planning

Finding the Right Path to Wealth

After three decades as a financial planner, working with successful wealth-builders, you’d think I would have a clear idea of the right path for creating wealth. Instead, what I’ve learned is that there is no such thing. Here are just a few of the paths that aren’t the sure routes to wealth they might seem […]

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Obama Proposes $3 Million Cap on IRAs

I listened to several of the Sunday talk shows and while there was criticism of the President saying the CA attorney general was good looking, there wasn’t a word about his unprecedented attack on IRAs in his new budget proposal, which was made public on Friday. The administration released a preview of their budget proposal […]

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The Real Financial Return of Investing in Counseling

As a young adult, what could you spend money on that would be a wise investment in your financial future? A home? A college education? A money management class? All of these may be good ideas, but there’s something else you can buy that could make an even greater difference in your long-term financial health: […]

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Having the money talk: Why you need to go bare about money

Marriage should be good for your finances. Two live more cheaply than one. Couples often pay less for health and other insurance and are more likely to save. But money problems are also a top reason for divorce. Because the money talk often isn’t easy, couples tend to skip it or put it off. “There’s […]

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Why You Can’t Afford Poor Health Habits

Does $40 a month for a fitness center membership seem beyond your budget? Do you cringe at the cost of fresh fruits and vegetables? Is your wallet too lean to let you buy lean protein? And the cost of a medical checkup is something you don’t even want to think about. At first glance, the […]

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