For anyone approaching retirement you’ve probably got a checklist for your countdown to the big day.
Do I have enough saved for a long, financially secure retirement? Check.
Did I file the right paperwork at the office? Check.
Is my professional exit strategy in place and ready? Check.
One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.
It has only been since the Baby Boomer generation began to cross the retirement threshold that we’ve had to seriously confront the new challenge of our longevity.
At the core of any successful financial enterprise, be it a household or a business, is a sound an effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.
If you are the parents or grandparents of child of any age chances are good that the escalating costs of higher education are on your mind.
Most people think estate planning is only for wealthy people. Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state. Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence