One of the most exciting things to do during those cold Winter days and early Spring time is planning your “Summer Vacation.” This usually gives your mundane work-week a sense of purpose—or something to do until you ‘are’ on vacation. If you have planned or coordinated a summer vacation before, you know what I’m talking […]
In planning out my clients’ retirement plan, there’s one way to assure my clients that they will never outlive their income; Just continue to work until you die! Of course, this advice is not something I actually say or provide to my clients. However, there is a definite ‘truth’ to the statement as many Americans
The “Work Until You Die” Retirement Plan Read More »
Did you know that some companies pay cash to the shareholders of their stock so they can share in the profits? Did you know that Exxon/Mobile has been paying money to their stock holders every single year since 1882? This payment comes in the form of Dividends. Would you like to get paid to own
What’s a Dividend Worth? Read More »
As most of you know, I embarked on an ambitious educational goal to become a Certified Financial Planner last October. I’m currently half-way through Boston University’s online program and have covered the first three sections consisting of Financial Planning, Insurance and Risk Management, and Investments. To say that the studies are thorough is an understatement!!
Certified Financial Planner Status Read More »
