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Archive for May, 2011

How to REALLY Help Your Grandchildren

Posted in Estate Planning, tagged , , , , , , , , on May 12, 2011 | 5 Comments »

I confess I am a social media junkie, a tweeting grandma, and I am CONSTANTLY “connected.” I have found that I learn a lot of really valuable information and find some excellent resources by “following” other people who care about financial fitness. So earlier this week when my smarty phone signaled a tweet from the Wall [...]

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Managing and Fostering Your Career Asset Value

Posted in Employment, tagged , , , , , on May 11, 2011 | 3 Comments »

John Nelson discussed career asset value at the conference I am attending. Nelson pointed out that, while you are working, one of your assets is your ability to earn income through your physical and mental labor. As you get older, your career asset has less value because you have fewer years left in the workforce. [...]

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What to Do with My Inherited IRA – Part III

Posted in Retirement, tagged , , , , , , , , , , , on May 10, 2011 | 19 Comments »

Back in early 2010, I wrote two blogs about the issues related to inheriting an IRA. Between those two blogs, I have received 19 comments from readers who have asked for assistance with their particular IRAs that they inherited, mostly from parents who passed away. While each reader had unique issues to deal with, there were also [...]

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Take Your Finances from Good to Great with a Transition Plan

Posted in Financial Planning, tagged , , , , , , on May 9, 2011 | 1 Comment »

The saying goes “the best defense is a good offense.” And while I agree having sound skills and strategy both offensively and defensively are critical to be a winning team, the difference between being good and exceptional often isn’t about positional skill at all. As a youth sports coach, what can be fascinating to realize [...]

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Bonds, Stocks and Goals Oh My!

Posted in Goals, tagged , , , on May 6, 2011 | 3 Comments »

I plan on reading Moshe Milevsky’s book “Are you a Stock or Bond?” because I found the title and topics fascinating. When we talk about setting financial goals, it is imperative to ask Milevsky’s question: “Am I a stock or bond?”  One could define the “bond” worker as someone whose income is based on either an [...]

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Of Medicare and Medicaid…and a Bit of Social Security, Too

Posted in Retirement, tagged , , , , , , , , , on May 4, 2011 | 1 Comment »

I was not surprised to see how widely Representative Paul Ryan’s budget proposal has been applauded. I have to admire his attempt. Few politicians have been willing to tackle such thorny measures. And the measures are thorny. Three in particular make those who are impacted downright bristly: Medicare, Medicaid and Social Security (MM&S). The Problem [...]

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Rental Payments May Help Boost Your Credit Score

Posted in Credit/Debt, Home Ownership, tagged , , , , , , , , on May 3, 2011 | 3 Comments »

Last month, I talked about my new chosen lifestyle of renting vs. owning my home. My new life as a renter includes learning that you might want to always opt for the top floor (if you can) – sometimes even the smallest person can make a surprising amount of noise. Nevertheless, I am enjoying my [...]

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How Do I Love Thee?

Posted in Estate Planning, tagged , , , , , on May 2, 2011 | 1 Comment »

I imagine everyone is familiar with the first few lines of the poem by Elizabeth Barrett Browning. Perhaps you’ve tried your hand at writing a little poetry yourself. I still smile when I think about one incident in particular back in college. One of my roommates wanted to write a love letter for his favorite girl, [...]

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