Posts Tagged ‘financial planning’
Your Parents’ Inheritance
Your parents called, and they asked me to write you this note about what to do when inheriting their money. I wasn’t thrilled with the idea, but they are good…
Read MoreFinancial Planning for the One Who Has It All
Imagine this. We are going to take everything from you except the clothes on your back. Now we are going to give you a bag of money that equals your…
Read MoreBuilding a Durable Investment Plan for your Retirement
Chances are, you’ve accumulated various investments over the years in a piecemeal fashion, with new investments made as you had the money. When your investment portfolio was smaller, this strategy…
Read MoreThe Financial Planning Checklist
Imagine planning a cross country road trip, ala The Griswold Family. You’ll be gone for three weeks, and you’ll drive over 3,000 miles. You’re going to stop at every National…
Read MoreKnow Your Numbers: A Guide to Financial Health
Last month I was required to complete a “Wellness Screening” as a part of my annual health insurance enrollment. The goal of the screening was to measure my cholesterol levels,…
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