I have exhibited tendencies toward pyromania most of my life. As a Boy Scout, my favorite activity was starting and stoking a campfire. As an adult, my best birthday gift ever was a flame thrower designed by my son which made quick work of a pile of pinecones and...
After you retire, do you still need financial planning? And can you afford it? The answer to the first question is clearly “yes.” The answer to the second is “It depends.” At times it’s true that a financial planner becomes unaffordable in...
Watch this video on YouTube When you retire, where will your money come from? The list is fairly short: Social Security, a pension, working, your assets, children, or public assistance. According to an April 22, 2019 Bloomberg article by Suzanne Woolley, entitled...
Watch this video on YouTube “Save more, spend less, and don’t do anything stupid.” According to the late Dick Wagner, CFP, this sentence summed up financial planning. Simplistic? Certainly. But it also contains a great deal of truth. A. Save more....
Watch this video on YouTube Some of the typical reasons for life insurance are to replace a breadwinner’s salary, pay off large debts, and pay estate taxes. Another reason to carry life insurance—if it’s the right kind—can be to fund a retirement plan. To...
