A part of all you earn is yours to keep: Issue 24

This is the time of year when we reflect on possible seasonal excesses and think sober thoughts of cutting back, diets, etc. In the past I have mentioned variations of the dreaded ‘B’ word , and have provided a tool for keeping track of your spending....

Rules: Who Needs Them? Issue 23

Here we are in the season that is supposedly summer. Hopefully everyone is enjoying their holidays. A couple ‘events’ that my clients have experienced highlight the importance of keeping up with paper correspondence. I can see you all rolling your eyes equating...

Good Intentions Don’t Lead to Good Action: Issue 20

“People are living longer than ever before, a phenomenon undoubtedly made necessary by the 30 year mortgage.”(1) Want to know how quickly financial facts change? Consider that since I intended to write this newsletter the government has instituted a 360...

Top Ten Success Factors: Issue 18

Well here we are in 2008 already. December and the Christmas season whizzed by. I was only able to get my Christmas tree a week before Christmas and decorated it only the weekend before! Let’s start 2008 on a positive note; a different take on the list of New Year’s...