Category Archives: ORGANIZING YOUR FINANCES

6 Ways to Save a Life Insurance Policy (even if you can’t afford the premiums)

“I bought a new life insurance policy but the small print is impossible to understand. All I´m sure of is that after I die, I can stop paying.” Do You Want to Stop Paying Your Life Insurance Premiums? What happens … Continue reading

Posted in CASH VALUE INSURANCE, FAMILY and FINANCES, INSURANCE ADVICE, INSURANCE AS AN ASSET, LIFE SETTLEMENTS, ORGANIZING YOUR FINANCES, WHOLE LIFE INSURANCE, WILLS and ESTATE PLANNING | Tagged , , , | Leave a comment

Organize Your Finances for Prosperity! (P4P’s Annual Review Checklist)

“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

Posted in ORGANIZING YOUR FINANCES, PRINCIPLES OF PROSPERITY, PROSPERITY ECONOMICS | Tagged , , , | 1 Comment

Are You Leaving Your Loved Ones in the Dark? (The Truth about being Ready for an Emergency)

“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

Posted in FAMILY and FINANCES, ORGANIZING YOUR FINANCES, PERSONAL FINANCES, WILLS and ESTATE PLANNING | Tagged , | 2 Comments

Singles and Money: Flying Solo Financially

“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

Posted in ECONOMIC TRENDS, FINANCE TIPS, ORGANIZING YOUR FINANCES, PERSONAL FINANCES, RETIREMENT PLANNING, SAVING MONEY | Tagged , , , , | Leave a comment

Flexible Spending Accounts: The Neglected Tax-Slashing Strategy

“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

Posted in HEALTH and WEALTH, ORGANIZING YOUR FINANCES, PERSONAL FINANCES, TAX TIPS | Tagged | Leave a comment

Have You Scheduled Your Check-Up?

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

Posted in ORGANIZING YOUR FINANCES, PERSONAL FINANCES | 2 Comments

GETTING ORGANIZED: Essential Documents to Store in One File Cabinet

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

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