Year: 2019

Need a Simple Money Management System? Consider the 50-30-20 Strategy

Money

For most of us, money management was not taught in school…or at home.  In fact, for most of us we learn about managing money through the school of hard knocks…trial and error.  And boy, those errors can be difficult to overcome. There are many different money management strategies to choose from, some of which can […]

Retirement Healthcare Expenses: Are You Ready?

Insurance Companies Exiting the LTC business Genworth, a major writer of long-term care insurance (LTC), recently announced they’d no longer offer LTC insurance through brokers and, instead, would only offer coverage ‘direct-to-consumer’.  This is an effort to cut the enormous expenses of commissions paid to brokers and reflects declining demand for LTC products.  Demand has […]

5 Tips for Getting Your Dream Summer Job

Money

The weather is mixed…some cool days, some hot days, but make no mistake, Summer is just around the corner.  Unless you have the luxury of taking the summer off, now is the time to line up a great summer job.  Here are my best tips for landing your dream summer job: Decide what type of […]

5 Reasons Not to Retire

Much of my professional time is spent either strategizing with clients about their retirement or writing about this topic.  It seems engrained in our brains to ‘work towards’ our retirement.  Most people target retiring around age sixty-five with a few thinking earlier and some later.  Some, but very few, have no intention of retiring.  These […]