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When was the last time you checked/updated the beneficiary information on your retirement accounts, pension plans, and life insurance policies? If it’s been a while, now may be a good time to go through some of your records and double-check to make sure that the beneficiaries listed on your accounts are the ones you want. In case […]
Don’t Get Your Financial Advice from the “Gurus” on TV!
I don’t know about you, but when I was a kid, one of the things my parents used to say to me was, “just because it’s on TV doesn’t mean it’s true.” That advice is more true today than back when I was a kid. When I was a kid, my parents were commenting on […]
When is the Best Time to Buy a Home?
Is this a good time to buy a home? Should you wait to buy a home or continue renting for a while? Should you wait to see if the government is going to have another homebuyer tax credit? As a Tax & Financial Advisor, I hear questions similar to these quite frequently. Buying a home […]
Simplify: The Best Financial Decision You Can Make in 2011!
Do you sometimes feel that our lives have gotten far too complicated? I know I feel this way sometimes, and I’ve seen many people feel this way too. From my experience, I believe one of the main causes of the stress and frustration in our lives comes from our finances. For many people just thinking […]
23 Quick Ways You Can Simplify Your Finances
Here are some suggestions to simplify your finances and hopefully make life a little less stressful for you. 1. Get Organized at home/work/school. Stop letting things pile up, and get rid of the clutter. Clutter can make us procrastinate and not stay on top of our finances. 2. Have a place for everything. For example, […]
9 Most Common Wealth Accumulation Mistakes
Today with all the problems we are facing, like the stock market’s volatility, house values crashing, and debt running out of control, we need to take action with our money and really plan ahead for our future. If we don’t, no one else will! So with that being said here is a list of 9 […]
Financial Records to Keep
Every once in a while clients ask me about how long they should keep certain financial records. So I decided to make a list for anyone else interested. This information can also be found at www.bankrate.com. Below is listed the type of record, the length of time to keep, and why. Taxes – Seven Years. […]
