Archive for May, 2008

Don’t Make These Retirement Planning Mistakes

Monday, May 5th, 2008

It really doesn’t take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic. If you don’t know exactly where your retirement plan stands, get some advice – a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional is a good start – ...

Q&A: Consider Making an Estate Check-Up a Multi-Generational Family Matter

Monday, May 5th, 2008

Questionable estate planning has gotten some recent attention with the sudden death of actor Heath Ledger. The 27-year-old actor died suddenly this year with an older will that provided only for his parents and other immediate family – he never revised those documents to accommodate his young daughter or the ...

Why Going Green in a Blue Economy Can Be a Smart Investment

Monday, May 5th, 2008

While the real estate market is slow and high energy prices are challenging everything from the way we heat our homes to the way we get around, it might make sense to bring a green approach to a tough economic environment. If you want to save money with energy-conscious moves ...

Why a Business Owner’s Exit Plan Is So Important

Monday, May 5th, 2008

There are plenty of days when we want to “take that job and shove it.” But what happens when we’re sick of a job we’ve created for ourselves in a business we’ve founded? The idea is to make a plan that allows you to get out before you tire ...