When Maureen and I meet with people for the first time to explore if we are a good fit for us to help them reach their goals, one of the key questions that we ask is What income will you need to have in your first year in retirement?” As retirement income planners, we need this information … [Read more...] about How to Obtain your Social Security Income Estimate
Creating Financial Comfort
Online banking is a great tool to pay bills and reduce paper statements. However, it cannot establish a budget or categorize your expenses. A financial tracking software gives you the ability to review how you are spending your money — Dan Crimmins Improving financial management skills often … [Read more...] about Best Personal Finance Software for Healthier Wealth
I grew up in a typical middle income town on Long Island with a rather large family. There were five children in an unusually large home in the suburbs with a dog named Happy and a cat named Cleo. The household also included the most important part of my upbringing, my Nana. In those days, it was … [Read more...] about The Dresser Drawer
As we celebrate our Great Country's Birthday this weekend, I wanted to discuss how we can all plan for our own financial independence usings the following seven steps. 7 Key Steps to Financial Independence Most people say they plan for retirement, but they are really planning for financial … [Read more...] about Planning Your Financial Independence Day
Painting a masterpiece has become available to all! The new craze in activities is focused on painting classes for those who have never taken an art class (or at least have not painted in years). Some of these new businesses have combined the painting with some wine and cheese and are available … [Read more...] about Painting and Planning your Future
It's been said that the most common phrase in the Bible is “be not afraid” or “fear not”. Have you noticed that you cannot get through a nightly news broadcast without one of the newscasters using either the word "danger" or "dangerous"? Whether it is the dangers associated with a pending snowstorm … [Read more...] about Be Not Afraid!