Enhance Today | Enrich Tomorrow
Tax savings is a peculiar planning topic. It’s an idea that almost everyone wants more of, but few follow through to complete it. Most people don’t realize the large amount of tax savings they could have by making a few simple tweaks….
I was recently quoted in the Ask the Expert section of Money.com regarding tips on savings for a young child’s education. The entire article can be found here, but a summary of my comments are in bold below. Q: My…
You can listen through the player above, or subscribe to our podcast on iTunes or Stitcher or Google Play. How often do you receive a year-end bonus and immediately begin making a list of how you will allocate it? This plan usually…
Take 2 of these and call me in the morning. Retirement is something that our culture aspires to and dreams about. The vision of trading in your 9 to 5 (or longer) workdays for days on the beach or golf…
Financial procrastination can get the best of us all. Non-urgent financial tasks love to find cracks in our to-do list, falling to the bottom fast. Mark Twain humorized this concept well with his quote, “Why do today what you can put…
Traditionally retirement income has been thought of as a three legged stool where income consisted primarily of Social Security, Pension income, and withdrawals from personal savings. This picture has changed dramatically over the past 50 years as most employers have…
Certain uncertainty is the theme of the 2016 election results. In a historic election, Donald Trump will be our nation’s 45th President. Whether you are elated, disillusioned or disappointed, we can all agree that the results are surprising. While the…
One of the oldest axioms about stocks is that markets don’t like uncertainty. This Presidential election cycle has been full of major surprises to say the least. However, when you look back at how stocks have responded during Presidential election…
As Americans, we hate to budget. Spending money is so much more fun, but imprudent spending can put us in all kinds of trouble. I am always a proponent of using a pay yourself first strategy. Setting aside a specified…
For most people, retirement is that time on the horizon when you get to do what you want, when you want. But surprisingly, it’s not all that uncommon for people to retire only to go back to work or face…
