“Failing to plan is planning to fail.” – Effie Jones When a person with assets over $100,000 passes away, their assets will be handled in one of three ways: (1) if they had no will, their assets will be distributed as mandated by the state …read more »
“If we wait until we’re ready, we’ll be waiting for the rest of our lives.” – Lemony Snicket Parenting is more than reading to your children or getting them to eat their vegetables. It’s also about securing their financial future. One way to do that …read more »
“You cannot drive your car looking at the rear view mirror. Focus on going forward.” – Steve Harvey Depending on your perspective, this can feel like a double-whammy. Certainly, as with children, it’s always a better idea to focus on the benefits of more time …read more »
“Problems are only opportunities in work clothes.” – Henry J Kaiser First, retain a paper copy or receipt of any tax-relevant transaction. Scan these documents and archive them electronically, or acquire them in an electronic format. If the purchase has a manual or warranty, store all …read more »
“It doesn’t matter where you are, you are nowhere compared to where you can go.” -Bob Proctor People over 40 shouldn’t just plan for retirement, they should rehearse for it. Because retirement can last 20 to 30 years, it’s more important than ever that “pre-retirees” …read more »
