• How To Retire in 4 Years

    by  • August 18, 2016

    The story about a couple’s desire to retire in 4 year is compelling. They have applied many of the important financial planning concepts: 1) The plan to live a very modest lifestyle in retirement – They plan to need 30,000 a year in retirement. 2) They have cut and reduced many of their expenses....

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    Making A Plan To Save For College

    by  • August 17, 2016

    Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their financial goals. This post will deal with a...

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    Is a Creative Saving Strategy Right for Me?

    by  • August 1, 2016

    Someone can reach an ambitious financial goal (such as saving for college education) despite having limited cash flow available to fund the goal.  The goal can be accomplished by using a creative saving strategy called a serial payment. Many clients that I have worked with this year have expressed a strong desire to fund...

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    Using The Money Management Tool: Setting a Budget

    by  • June 25, 2016

    Recently we introduced The Money Management Tool to help clients better organize their financial lives. The tool has lots of features and we will occasional explain how some of the features are being used by our clients (or should be used) to help them reach their financial goals. This post will deal with prospective...

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