Episode 324 – If your income goes up over time, it doesn’t necessarily mean that you’ll be able to save more. If you’re not careful, “lifestyle creep” can make things worse. Here are a few ideas on how to fight back against lifestyle creep.
Episode 323 – The investment wisdom of Warren Buffett is well known through his annual letter to shareholders. But he has some unique ideas about estate planning as well. Here are six of Buffett’s more important estate planning concepts.
Episode 314 – The President is about to sign the Social Security Fairness Act into law. But is it really fair? And how does it affect Social Security’s solvency?
Episode 305 – It has never been a more important time to consider business succession planning for small business owners to ensure that their financial security, retirement and family legacy plans are fulfilled.
Episode 301 – Single parents must have their financial house in order, through insurance, financial and estate plans, to help protect their sources of income, existing assets and their children.
Episode 298 – No matter what was planned for, the plan must be regularly reviewed and updated to meet changing family, financial, economic, political and legal environments. Planning is a dynamic process that doesn’t end.