Today you brought your first baby into the world! We are so excited, and mom is in her element. We can’t wait to spoil her. She’ll be joining our annual father/daughter date at the Angels’ home opener.
A New Baby in the Family
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Financial Plan
Tale of Two Retirements
About 15 years ago, both Ross and Bobby retired. Bobby had about twice as much money in his retirement plan; neither had a monthly pension, except for Social Security.
All that glitters is not gold
Be wary of alternative Social Security claiming strategies, which are in the news now that baby boomers are eligible for benefits. There are expensive software tools designed to help retirees “maximize” their benefits.
The Lasting Impact of 9/11
Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns.
That New Car Smell
Light vehicle sales have been constantly improving since the recession ended nearly six years ago, with annualized sales volume surpassing the 20 year average of 15.5 million vehicles about two years ago.
Prefer Your Grandkids to Your Kids?
The beneficiary of an IRA has significant tax benefits which should not be overlooked when naming the beneficiaries and contingent beneficiaries on retirement accounts such as IRA and 401(k) plans.
5 Things You Need to Know to Avoid ‘Interest Free’ Traps
When purchasing on credit, always anticipate paying interest (cost of money) on the money borrowed. In the current economy, interest rates are unusually low.
Anyone Can Do It
Financial Independence is no more complicated than completing a marathon. It may be hard because it requires discipline, but the process for both is really quite simple.
Items of Interest for the New Year
In 2009, Section 6045(b) of the Internal Revenue Code extended the deadline to furnish 1099 Consolidated Reporting statements from January 31 to February 15.
Working My Way Back into Shape – Planning Advice
While struggling with getting back into racing shape, the tune “Working My Way Back to You” was stuck in my head. Maybe it’s because we recently saw the Broadway hit.