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 […]
Stretch IRA The “stretch IRA” has become a popular way to refer to an IRA that has provisions that make it easier to “stretch out” the time that funds can stay in your IRA after your death, even over several […]
Here are our Favorite Articles of the Week Always Check the Big Picture The 8th Wonder Being Lazy is the Key to Success Here’s Where Rockefeller Was Different Bro, I’m Going Rogue Why the White Middle Class is Dying The […]
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. I need money: can I take funds […]
Spring Cleaning that Won’t Make You Toss Your Favorite T-Shirt The birds are chirping, the sun is shining, the days are getting longer, the flowers are blooming, all which can only mean one thing… Spring has sprung! It’s the […]
