Summer is synonymous with sunny days, family vacations, barbecues, road trips and good times. Unfortunately, many of the things that we all look forward to in the summertime cost money and can cause us to get off track from our savings plan. (more…)
Planning for Retirement
Plan on Enjoying a Long Retirement
When my mom told me she was moving from small-town South Carolina to the Gulf Coast of Florida, images of alligators, Disney World and The Golden Girls danced through my head. While I knew she had worked hard to put me and my brother through college, I was quite surprised to learn her sound financial planning had been able to afford her this incredible move. (more…)
9 Tips to Save for Retirement the Modern Way
When I talk with friends and colleagues about retirement, the term “retirement” doesn’t have the same connotation it once had. Different people, from different generations don’t have the same long term financial goals. Many 30 year olds have watched their parents work their hands to the bone in order to put together enough money for retirement, which for most consists of living out their twilight years as they choose. That lifestyle is not as appealing as it once was. Something changed. Younger generations don’t want the same life as their parents; they want to spend more time, at a younger age enjoying life. Regardless of what “retirement” means to you, in order to truly be able to live the lifestyle you desire, you’ll need financial independence to do so. (more…)
There’s Still Time to Contribute to Your 2016 IRA
Every year as the calendar changes, you start seeing more and more commercials from tax preparation companies reminding you to get your taxes in order. As you gather all the pertinent information for your tax planning (W-2 income statement, medical expenses, mortgage info, etc.), don’t forget you can still make IRA contributions that count for the 2016 tax year. (more…)
