Recent Posts From Planning

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...

Cutting the Cord: How and Why You Should Eliminate Cable TV

Nearly everyone has seen a sci-fi or futuristic movie that shows a dystopian...

Review: Mobile Landlord App

The pace of telephone technology amazes me. Only 30 years ago you were the...

  • 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...

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...

Get Your Family Out of Debt & Onto a Happier Financial Path

With car payments, home loans, student loans and household expenses,...

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...

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...

Resisting Temptation: 5 Smart Ways to Use Your Tax Refund

By trusting instinct and intuition, the right decision can become obvious...