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Category Archives: Financial and Tax Planning

Contribution Limits, Some Good News for Savers in 2013

Contribution limits are rising in 2013 for retirement plans.  The cost of living index met the thresholds that trigger such an adjustment.  The old and new limits are…

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Contribution Limits, Some Good News for Savers in 2013

Budgeting the holidays: Tips from a financial planner

Michael W. Boone, CFP, CFA gives some tips on Christmas budgeting and shopping on KING 5-TV news.

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Budgeting the holidays: Tips from a financial planner

Where does the Money Go?

The US Dept. of Labor did a 2010 survey to see where the average consumer spends their annual paycheck. According to their findings the average consumer spends the following…

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Where does the Money Go?

Is Retirement Broken? Inconceivable!

How people reallocate their time when moving from their working years into retirement can tell us a great deal about the state of retirement in America. Do we spend our Golden Years living life to the full or does retired life look suspiciously like our working years?

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Is Retirement Broken? Inconceivable!

Acing Financial Life Skills in Your 20s and 30s

How can you acquire and cultivate a stellar foundation for taking control of financial predicaments that arise during personal and professional life changes in your 20s and 30s?

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Acing Financial Life Skills in Your 20s and 30s

Acing Financial Life Skills in Your 20s and 30s

How can you acquire and cultivate a stellar foundation for taking control of financial predicaments that arise during personal and professional life changes in your 20s and 30s? Whether a significant life change is predictable or unforeseen, realize that your ability to successfully navigate through its challenges and readily adjust to evolving circumstances is contingent on your financial preparedness…

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Acing Financial Life Skills in Your 20s and 30s

Not All Surprises are Created Equal

When was the last time that you were surprised by your investment portfolio? Was the surprise a positive or negative one? If you are like most people, you will remember negative surprises much better…

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 Not All Surprises are Created Equal

London Calling: Should You Retire Overseas?

Retiring overseas isn’t for everyone, but it can be a great fit for some. If your dream retirement includes Panama instead of Pennsylvania or Uruguay instead of Utah, just make sure to do your homework and work closely with your advisers to ensure a seamless transition…

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London Calling: Should You Retire Overseas?

Euro 2012: Spain Wins!

Spain secured a big win this weekend. While the defending champions in the Euro 2012 soccer tournament were unable to best Italy on the soccer field, Spain fared better against Germany by winning the best European bailout deal yet…

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Euro 2012: Spain Wins!

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge…

Financial Matters Following a Loved Ones Death