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GPS Device

Financial Planning – Why you need to do it!

In order to get there, you have to know where you’re going! Would you take a road trip without a map or a GPS?  Financial planning is the process of wisely managing your finances so that you can achieve your dreams and goals – while at the same time helping you negotiate the financial barriers […]

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Don’t Be Fooled!!!

What’s your RISK score? There are all types of risk in life. Certainly with investments, particularly your retirement plan, there are many types of risk to consider when reviewing performance, when the money will be needed, and the time frame you have both before needing to access funds and how long they will last once […]

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retirement estate planning

Beware the “Free” lunch or dinner!

There’s no such thing as a free lunch…or a free dinner   Guest Post by Lauren T. Millovitsch, Esq.   (learn more about Lauren at the end of this post)   If you’re retired or approaching retirement, you’ve probably received a few invitations in the mail for estate planning seminars. Generally, they reel you in with […]

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Retirement Planning Key Numbers-2014

Certain retirement plan and IRA limits are indexed for inflation each year, and many of the limits eligible for a cost-of-living adjustment (COLA) have increased for 2014. Some of the key numbers for 2014 are listed below, with the corresponding limit for 2013. (The source for these 2014 numbers is IRS Information Release IR-2013-86.) Elective […]

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Money House

What To Do Before You’re 30!

The Millennials are known for many things, but having their financial house in order by the time they are 30 is not one of them. Millennials can get there by following easy steps. One easy step is to have a year’s salary invested in a retirement plan.  I always say you should put at least […]

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B&W Palm Tree


It can be done, read how!   Are you looking forward to retiring early? Many of us would love nothing better. Some are figuring out how to retire as early as 40. Check out this recent article from USA TODAY I suppose it depends on just how frugally you are willing to live. For those […]

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I'm Hooked - MJ's First Sailfish

Can You Do the Happy Dance Yet?

  I’ve got a lot of living left to do!   Isn’t that the name of a song?   Planning today for tomorrow’s uncertainty doesn’t have to mean you have one foot in the grave. In fact it can help you feel quite the opposite. Planning ahead can add confidence and provide a sense of calm amidst […]

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Fifty and Fabulous

Fifty and Fabulous?

Are You Fifty and Fabulous? I started to say Fun, Foxy and Fifty but that sounds like a saying on cocktail napkin. If you are fifty and fun, foxy or fabulous then this article is for you. Feeling like you need to make up for lost time… that is in regard to your retirement savings? […]

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key retirement benefits

4 Key Benefits for Establishing a Small Business Retirement Plan

Are you a small business owner? Have you  considered establishing a retirement plan for yourself as well as your employees? Or maybe you work for a small business and would like to encourage the owner to establish a retirement plan. Here are 4 key benefits that make the case for establishing a retirement plan for your business. […]

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CPI – Real Number or Pie in The Sky?

No doubt you have heard repeatedly about the CPI.  No, this isn’t a professional designation!  CPI stands for the Consumer Price Index. The CPI, a common measure of inflation, is discussed monthly with the various reports that come out from the government.  What does the CPI mean to you?  Is it a real number?  How […]

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