Tags » Financial Planning

What You Need to Know About Paying Off Your Mortgage

One of the more common questions I get asked by clients is, “Should I pay off my mortgage?”

To answer that question you first need to look at the after-tax cost of the mortgage. 589 more words

Retirement Planning

Preparing For Retirement: Social Security Benefits

BOSTON (CBS) – I have more questions for you from the Fidelity’s IQ Retirement Survey.

Question #4: Given the current average life expectancy, if you want to retire at age 65, about how long would you need your retirement savings to last? 236 more words

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Hunger Among College Students

The image of the “poor starving college student” is somewhat ubiquitous when people think of the college experience. But this conflicts wildly with the “freshman fifteen” folk belief that every college student gains fifteen pounds in their first year of schooling. 998 more words


How Much More is Life Insurance for Smokers in 2017?

It may not seem so on its face, but obtaining life insurance for smokers is super easy.

How’s that for going cold turkey?

If you smoke, it’s going to hurt your… 1,741 more words

Financial Planning

planner review

I LOVE PLANNERS!  I have loved them since I was in middle school.  They were much more simple back then.  Now, there are so many options.   636 more words


2016 Retirement Accounts Review

It’s tax season and this is a good time to review how my retirement accounts performed last year. I have a 401k (traditional and Roth) plan through my current company, a rollover traditional IRA from my previous company and a Roth IRA that I opened over a decade ago on my own. 162 more words