Recent Posts From Planning

5 Tips to Prepare for Retirement

You may be young, but it’s never too early to prepare for retirement....

How to Finance Your First Car

According to NADA’s Annual Financial Profile of America’s...

Tax Deductions: Yea or Nay?

Tax season is here and filers, both individual and business, are digging...

Choosing The Right Investments For Your Needs

Here’s the million dollar question: where do you put your money to...

  • Cash Reserve
  • Debt Management
  • Estate Planning
  • Investing
  • Tax Planning

5 Reasons Your Cash Reserve Isn’t Working

All of us know that we’re supposed to have a cash reserve right? There are...

5 Simple Steps to Kick 2013 Into High Gear

Happy 2013, everyone! It’s time to take yourself a little more seriously...

Budget Nightmares: What Are You Doing At 2 A.M.?

When I left The Citadel (go Bulldogs!) to attend Michigan State (go...

How to Finance Your First Car

According to NADA’s Annual Financial Profile of America’s...

SME Business Focus: Is Invoice Financing for You?

Start-up companies and SMEs that have managed to survive the economic crisis...

6 Tips for Paying off Your Mortgage Quickly (Without Going Broke)

Wouldn’t it be nice to stroll around your living room before work with a...

Having “The Talk”: Another Awkward Holiday Dinner Conversation

Have you had “the talk” yet?  Ya’ know, the really...

Estate Planning for Really Smart People

I’m not a dummy, so I avoid that aisle of the bookstore. You should, too....

Unplug Grandma’s Life Support…Quick! Inherited IRA rules changing?

Why You Might Have the Awful Hope That Grandma Dies This Year. According...

How and Why People Invest In Gold

A reader recently asked me if they should invest their cash reserve in gold....

3 Smart Things 20-Somethings Can Do With a Tax Refund

Unless you left with an accounting degree, filing your first tax return...

Choosing The Right Investments For Your Needs

Here’s the million dollar question: where do you put your money to...

Don’t Be Afraid to Refinance: 6 Options to Meet Your Financial Needs

The 2008 recession did a number on the housing market. So many people were...

Tax Deductions: Yea or Nay?

Tax season is here and filers, both individual and business, are digging...

Four Ways To Optimize Your Personal Finances In 2015

As 2015 picks up steam, more and more people are hunting for strategies to...