Get Your Retirement Account in Shape
May is National Physical Fitness and Sports Month. The President's Council on Fitness, Sports and Nutrition encourages you to improve your physical fitness by becoming more active. And while you're pursuing a healthier you, why not get your retirement account into...
Four things you may not know about IRAs
The more you know about individual retirement accounts (IRAs), the more effectively you can use an IRA as a retirement investing tool. See how many of these IRA facts you know. Almost anyone can contribute to an IRA There's still time to contribute for 2014 You can...
Retirement Missteps Can Cost You
The path to retirement isn't always smooth. You're bound to encounter some bumps along the way. Avoiding the following common missteps will help keep you on the right track toward pursuing your retirement goals. Starting off too slowly Bypassing tax breaks Staying on...
Energize your Retirement Investing
A 401(k) plan, when appropriate for you personal financial situation, can be a powerful vehicle for getting you to where you'd like to be a retirement time- if you take advantage of all it has to offer. • For the Times of Your Life Let's face it: People generally...
Live your Dream of Retiring
More that half of near-retiress say they're concerned about having enough money to last through retirement. Forty-five percent say they'll need to work at some point during retirement.* But this doesn't have to be your retirement story. Following these tips may give...
The tax man is coming!
The tax man is around the corner; look! Do you see him? Hide everyone, hide! Nonsense, don’t fear the “tax man”, aka the IRS. April 15th is coming soon and the 2013 tax return needs to be filed unless an extension is in place which moves the date to October 15th of...
Life Settlement Market
Are you up to speed on the emerging life settlement market? What is a life settlement? How do I get started? Follow the link below to see the 5 easy steps and don't hesitate to reach out to Tom with any questions. http://jopaz9571.wix.com/life-investment
Are you a "financial enabler"?
Are you a “financial enabler”? Do you have kids that perceive you as “the bank of mom or dad”? If that could be you or sounds familiar, take notice. “Real love” isn’t tossing money at your kids to help them through financial misdeeds and bad decisions, especially if...
Life insurance "cash out"
Have you come to a place where you are considering selling your life insurance policy? Maybe you have already contacted your insurance company and you were shocked to find out how little they were willing to give you to "cash out". There are other avenues that can pay...
Do your finances control you?
The “tiger by the tail”? Huh? What’s that phrase got to do with my personal financial ideas and situation? A bunch actually, a whole bunch to be sure. Over my 34 years of being a financial counselor, most people I’ve found let their finances grab or control them...
Budgeting gets a "bad rap"
Budgeting gets a “bad rap”. Poor, poor Mr. Budget! He has the worst reputation that an intangible object or concept could ever have. Everyone hates him, but they don’t really know or understand him. If he were alive he’d say, “try me – oh please give me a shot!”...
Financial Management in these Economic Times
When someone looks back on their past financial success or mistakes one thing always comes to mind, and that is: how did it happen? They think, “was it my doing, my fault, someone else’s advice or fault, or just what set things in motion to bring on a “successful...
Marriage Cafe
“THE FIVE FINANCIAL MATTERS THAT COUPLES REALLY NEED TO TALK ABOUT” Make your finances into building blocks (not stumbling blocks) in your marriage. Communicate better about money decisions by learning your individual “Money Background” and the effects of the...
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