Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Do I need disability insurance? Answer: Everyone […]
The answer is…it depends. We all want to believe that retirement planning is a clean analysis that can be run to peg the exact amount of money we need to eventually stop working. Maybe we need: 75% of income (adjusted […]
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Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I Incorporate My Business? Answer: Operating […]
The financial planning process is a logical, six-step procedure: (1) determine your current financial situation. (2) develop financial goals. (3) identify alternative courses of action. (4) evaluate alternatives. (5) create and implement a financial action plan (6) reevaluate and revise […]
