Just like you might check your car before a summer road trip up north or get the lawn mower tuned up, taking some time for a mid-year financial review helps keep everything running smoothly. Even small tweaks now can make a big difference by year’s end. Think of this as your easy-to-follow tune-up. No jargon….
Keep It Simple Stupid (The KISS Principle to Investing) The KISS Principle is something that I’ve grown up having engrained into my head. If you haven’t been hit over the head with it your entire life, KISS stands for Keep It Simple, Stupid. While this motto has served me well with life in general, it…
College Funding Options You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plans. Offered by states and some educational institutions, these plans…
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.
Calling them “mistakes” may be a bit harsh, as not all of them represent errors in judgment. Yet whether they result from ignorance or fate, we need to be aware of them as we plan for and enter retirement.
Financial Strategy for Athletes Step One: Find a trusted financial coach; Step Two: Listen to your coach. Whether you are a professional athlete, a college amateur, or an aspiring Olympian, you probably know what success feels like. You also know a thing or two about being a good sport when things don’t go your way….
Buying a house is a big commitment. While one of your first steps (after saving money for the purchase) is to speak with a mortgage professional, they will provide you with an overview of what their formulas say that you can afford. Before committing to buy a home, it’s important to consider other important factors.