financial checkup

As the year draws to close, it’s time to take stock of what you are doing to increase your overall tax efficiency. If you are looking to get a few more deductions, this is the time to do so, whether you are paying points for a mortgage or donating to charity. And another way you [...]

At least once  a year, if not more, you visit the dentist and doctor to make sure everything’s working properly – why not give your finances the same opportunity? As we approach the busy holiday season, it’s easy to let attention slip from personal finance. If you find yourself barreling toward the end of 2009 [...]

With the recent stock market crash, many people are understandably wary about investing. Concerns about the volatility of the stock market, and the prospect of losses during downturn, have convinced many that stock investing is not for them. However, “safer” investments like cash and bonds may not provide the needed returns for your portfolio to [...]

One of the first things you must do on your journey toward achieving financial success is to turn on your Financial RADAR. Similar to a real radar, which allows you to detect objects and safely navigate through hazards, your Financial RADAR allows you to understand where you are today and navigate your way toward financial [...]

How can you tell if you’re financially on track or not? Unless you find yourself in one of the extremes, you’re probably wondering that right now. To get the answer, some people spend a lot of time learning and some simply hire a financial planner. However, there is an alternative that you may have not [...]

News and Highlights

Brip Blap – I’d like to congratulate Steve at Brip Blap. His blog just reach the 1 year anniversary milestone — a fantastic accomplishment.
eFinPLAN — I will announce the winner of 1-year eFinPLAN financial planning software subscription giveaway on July 15th. To enter, please subscribe to my blog via RSS feed or email [...]

Many of us are working toward a comfortable retirement so that we can relax and enjoy our golden years. Money experts often give advice on how to reduce debt and retire early, yet they overlook the people who have already reached retirement age. There are plenty of seniors who are still in need of some [...]