Category: Financial Planning

Whether you file your income tax return early or at the last minute, there are ways to simplify the process and reduce what you owe – or even increase your refund – before the deadline…

Step 7: Find Your Raison d’Etre
What do you consider to be your purpose in this world? Few people think about their life that way. In Japan they call it your ikigai. In France they refer to your raison d’etre.

Step 6: Looking to Legacy Planning to Address Future Needs of FamilyHow do you want to be remembered? People often view their legacy as a way of disseminating assets to charitable venues…

The value of an estate plan is twofold. Yes, you want to pass your assets on to heirs in a seamless and tax-efficient manner. But it is also a roadmap to help your heirs understand the full breadth of your assets, where…

Step 4: Putting Together a Health Plan
Planning for healthcare in retirement is tricky business. Some hardcore smokers live past 100 while some hardcore exercise and fitness gurus…

Step 3: Develop a Financial Plan
We all have a different vision for our golden years – and we are also on individual financial tracks to meet our financial goals for retirement. But if you’re not where you think…

You’re never too young to start a bucket list. That’s because some things (such as bungee jumping) you probably want to knock out in your twenties. Women may want to have children before their forties…

Once you are truly good and retired – no phase out, no gig jobs, no income-earning hobbies – most people end up living on a “fixed income.” While that income may fluctuate somewhat…

There are many steps to planning for retirement. Some are legal and financial, some are about communication and some involve introspection – thinking about your life now and how you want to live the rest of it…

One of the more insightful quotes of baseball great Yogi Berra was, “If you don’t know where you’re going, you’ll end up someplace else.&rdquo…