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Category Archives: ORGANIZING YOUR FINANCES
“Chaos is merely order waiting to be deciphered.” ―Jose Saramago, The Double We often send this checklist out ONLY to our clients, but this year, we are sharing it with all of our readers and subscribers. We hope you find … Continue reading
“Happiness is having a large, loving, caring, close-knit family in another city.” - George Burns A lot of time and attention has gone into emergency preparedness in recent years. Many Americans have emergency plans in case of an earthquake or a flood. “Doomsday … Continue reading
“In 1950, only 22 percent of American adults were single. Today, more than 50 percent of American adults are single, and 31 million—roughly one out of every seven adults—live alone.” -book description for Eric Klinenberg’s Going Solo Has Single Become … Continue reading
“The FSA may be the most underutilized tax-advantaged vehicle the government has given us.” – Jerry Ripperger, director of consumer health for the Principal Financial Group, Des Moines, Iowa. Last week, we looked at the connection between health and wealth. … Continue reading
HAVE YOU SCHEDULED YOUR CHECK-UP? December 31, 2011 represents the fiscal year-end for individuals and many businesses. In short order, this means collecting financial information, preparing tax returns, and compiling other accounting summaries, such as profit/loss and net worth statements. … Continue reading
Working from a list that appeared in a Saturday, July 2, 2011, Wall Street Journal article, here are essential personal and financial documents that should be readily accessible by you or your heirs in an eldercare situation. Your personal circumstances … Continue reading