The January 2010 newsletter is now available. Beginning in 2010, it will be published the second week of each month. This month's newsletter includes a brief 2009 market update, an update on the estate tax for 2010, how to conduct a home inventory, and more. Click here to read it. … [Read more...]
Recovering from Unemployment
If you’ve been out of work for a period of time, it’s a huge relief when the paychecks start rolling in again. Depending on how long you were unemployed, what your finances were like before the job loss, and other sources of income in your household, getting back to work could be just the beginning … [Read more...]
Pension Max: Is it right for you?
If you’re near retirement and have a pension, you may be considering a pension max strategy. With all the variables involved, it can be challenging to determine if it’s really in your best interest. First – what is pension max? Pension max is used by married couples to increase their net … [Read more...]
Quoted in Kiplinger Personal Finance Magazine
I was recently quoted in "4 Ways to Trim Your Spending" by Laura Cohn in the January 2010 issue of Kiplinger Personal Finance Magazine. Laura and I discussed that having one or two areas of luxury in your life is not a bad thing -- it's actually a good thing because it helps avoid a sense of … [Read more...]
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