Monthly Archives: September 2015

Going Broke in Retirement


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Going Broke in Retirement Individuals top retirement concern is going broke during retirement. The number one worry is running out of money in retirement. The next major concern in retirement planning is health costs followed but how much to withdraw in assets during retirement years. In recent months, market fluctuations have also been a major…read more »

Cell Phone – How to Reduce Your Monthly Costs


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Cell Phone – How to Reduce Your Monthly Costs   Last week I posted an article on reducing your monthly TV viewing expenses (cable, satellite bills), this week’s focus is on your Cell Phone and how to reduce your monthly expenses. When you consider how much you are spending annually just to carry a cell…read more »

How to Cut Your Cable/Satellite Bill


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How to Cut Your Cable/Satellite Bill   As a financial planner and a consumer, two types of monthly bills can really get me riled up, that being cable/satellite or cell phone bills. Today I would like to discuss cutting your monthly TV viewing costs by half if not even more. Cable industry costs are outrageous…read more »

Condo Rental Tax Write-Offs


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Condo Rental Tax Write-Offs If you are considering buying a condo for rental purposes, keep in mind that different tax rules apply depending on whether you use the property personally and if so for how long. If you rent for less than 15 days and used the property as a vacation or second home, the…read more »