Are you ready for the “Great Wealth Transfer”? It’s not that far off. The sooner you start your planning, the better. Continue Reading Are You Ready for the Great Wealth Transfer?

“Buy term and invest the difference” sounds like a great idea on paper. But does it actually work? Continue Reading Does “Buy Term and Invest the Difference” Really Work?

It wasn’t that long ago that Regis Philbin drew massive viewers with his TV program Who Wants to be a Millionaire. Never mind the fact that the top prize was $1 million before taxes, which is considerably less than $1 million after taxes. But in today’s economy, being a millionaire does not necessarily project the same status it once did. Or does it? Continue Reading Being a Millionaire Ain’t What It Used to Be

Over the years, it seems that each of us—whether by choice or not– has been moving gradually from paper statements and checks to digital. Is it time to cut the cord completely? Continue Reading Going Paperless: To Be or Not to Be?

Episode 365 – Have you gotten married recently? The next steps are considerably less exciting. There are some important financial steps you need to take. Continue Reading Important Tax Considerations for Newlyweds