Financial Planning

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.

Mid-Life Investing — Making the Most of Your Asset-Building Years
As you move through your peak earning years, you’ll probably see your net worth steadily rise. At the same time, you’ll still have some work to do before you realize your financial goals.

Improving Your Credit Score
Your credit score is a number that lenders use to gauge how likely you are to repay debts on time. It is derived from information compiled in a credit report.