As another year ends, there are a few tasks we should all consider completing. Some of the tasks have penalties assessed if they are not completed on time and others just lead to a lost opportunity if the deadline is missed. I missed a big opportunity the year I retired when I didn’t realize my … Read more
As another year comes to a close, there are a few tasks we should all consider completing before the end of December. Thanksgiving is my usual reminder to check up on everything before the year ends while I still have time to act. Some of the things on this list have penalties assessed if they … Read more
As 2021 draws to a close, and we start thinking about beginning the new year with a fresh start, we think about making New Year’s resolutions. Although we plan to achieve these resolutions during the year, often by the end of January we have reverted back to our old ways. Resolutions long forgotten. But not … Read more
(Don’t miss your chance to sign up for the Marriage and Money MD Conference which starts today! Attendance is free, but registration is required. There will be 20 CME credits available. Tomorrow I will discuss: Your Spouse is Your Greatest Financial Asset. My discussion on Divorce Proofing Your Marriage and the Q&A sessions with the speakers will … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include; good financial planning relieves stress, patience in investing and gardening have great rewards, what happens when … Read more
As 2020 draws to an end, it is time to close the year and give ourselves a fresh start. When a new year begins we make New Year’s resolutions that we plan to achieve during the year, but often by the end of January we have reverted back to our old ways. Resolutions long forgotten. … Read more
