Archive | Planning

Zombie Survival Guide: Are you ready for the pandemic?

Zombie Survival Guide: Are you ready for the pandemic?

I decided to compile this Zombie Survival Guide so that both you and I don’t find ourselves being gnawed on by the undead.

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Determining your Return and Risk objectives when investing

Determining your Return and Risk objectives when investing

Ask yourself, “Are my investments working to meet my financial goals and needs for each stage of life?” If you can’t easily say yes, then maybe it’s time to re-evaluate or create a written investment plan.

Posted in Investing, Planning, RetirementComments (1)

True March Madness: Every idiot who blindly uses TurboTax and TaxCut

True March Madness: Every idiot who blindly uses TurboTax and TaxCut

Did every author and blogger’s brain fall out just because they want to get paid by TurboTax to promote its product? Are we really expected to believe the complete lack of analysis that goes into comparing software to a CPA?

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Getting divorced? Financially preparing for what’s to come

Getting divorced? Financially preparing for what’s to come

As I prepared to write this post, I wasn’t sure of the tone that I should take since I feel that I should offer my condolences to half of you while congratulating the other half.

Posted in Budgeting, Planning, FeaturedComments (1)

Is your “Go to Hell” fund fully funded?

Is your “Go to Hell” fund fully funded?

A “Go to Hell” fund is sufficient money in the bank to tell your boss where to go and how to get there and not leave your family destitute.

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5 Tips for finding a good Financial Planner

5 Tips for finding a good Financial Planner

Looking for post ideas, I asked my Facebook community for suggestions. The first response I received was, “How do I know if a Financial Planner is any good?” Others immediately chimed in that they would also like know.

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4 Steps to financially prepare for your own death

4 Steps to financially prepare for your own death

I know that the title of this post is somewhat morbid and not many people want to take about death. However, we are all going to pass on at some point and just like anything else in life, we need to be financially prepared.

Posted in Insurance, Estate Planning, FeaturedComments (5)

Tax Debt Dilemmas: What Happens if You Can’t Pay? [guest post]

Tax Debt Dilemmas: What Happens if You Can’t Pay? [guest post]

A small percentage of people are going to come out owing more on taxes than they can actually afford (ouch!). So what happens if you truly cannot pay your tax debt?

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Tax Planning Series: Have you done everything you can for 2009?

Tax Planning Series: Have you done everything you can for 2009?

It’s the very last thing you might want to think about during the holidays: tax planning. But don’t let the holidays distract you from improving your tax situation and saving money!

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Home Buyers Tax Credit Extension

Home Buyers Tax Credit Extension

If you’ve been wanting to take advantage of today’s historically low mortgage rates, now is definitely a good time. The popular home buyer tax credit has recently been extended by Congress.

Posted in Featured, Tax PlanningComments (2)

Review of writing a Will on LegalZoom

Review of writing a Will on LegalZoom

A review of what I liked and didn’t like about using LegalZoom.com to do our Last Will and Testaments.

Posted in Estate Planning, FeaturedComments (10)

God is a financial planner. Wait, what?!

God is a financial planner. Wait, what?!

“And he that earneth wages earneth wages to put it into a bag with holes. Thus saith the Lord of hosts; Consider your ways.”

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