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Beyond Your Finances, Estate & Legacy

It’s for Your Death – Not Your Life

A recent post from Jamie on his WealthAdviceMadeSimple blog regarding the differences in life insurance. Spring 2000 – I sat at my desk, an aspiring CPA if there is such a thing. Bored out of my mind. It’s not that I didn’t work with great people, or for a great firm, but the…

Estate & Legacy, Retirement

Planning a Rewarding Retirement, Part 1: Truisms

This is the first in a series of articles on preparing for retirement. The next few will deal with what retirement looks like – what I will do as I enter another stage of my life, Social Security planning, cash flow expectations, investments, planning for health care, eventual downsizing and/or re-locating, and other topics I…

Don’t Pay More Simply Because You Have More Money.

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