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Financial Planning for the Dream Vacation
Recently I booked a surprise vacation for my wife and me. It’s been ten years since we’ve taken a vacation by ourselves, and I thought it was about time for the two of us to get reacquainted. Now there are a couple of reasons why I’m doing this as a surprise. The first is simply [...]
4 Steps to Take if Tax Cuts Affect Your Retirement
Have you seen the news lately? The president has announced his support of an extension of the Bush-era tax cuts, but there are some other tax cuts in the fine print that may hurt your retirement. The proposed legislation includes a 2% reduction in Social Security taxes. Say what?!? Isn’t Social Security in enough trouble? [...]
Commit to Save and Retire Early
I just got back from a business trip where I sat down with employees to do some one-on-one financial planning. The main focus for the majority of the participants was retirement planning. I met with some employees who were just a few months out of college, and others who were a few months from retirement, [...]
Coupons: Money Saver or Scam?
I’ve seen a lot of buzz recently about saving money by cutting coupons, and so I approached my wife with the idea and let me just say it wasn’t quite the reaction that I was expecting. I mean I figured there would be a little push back, but after 30+ minutes of heated discussion, I [...]
4 Steps to Take if You are the Victim of Identity Theft
“Hello, Mr. Ward? This is your credit card company. We just wanted to know if you have purchased gas in Terra Haute, Indiana, recently.” Does this sound familiar? Every year thousands of debit and credit card numbers are stolen and sold over the internet. Sometimes your card issuer is able to catch the unauthorized use [...]
