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Financial Checkup Checklist

Just like it’s a good idea to get a health checkup every year, it’s a good idea to get a financial checkup as well.  Doing so can help you detect problems early (while they’re still treatable) and will also help you gauge your progress and make sure you’re on track for a healthy retirement. To […]

Annual Review: 7 questions for your adviser

If you work with a financial adviser, it’s a good idea to get together at least annually to review your accounts.  As we get ready to transition into a new year and as our government grapples with the issues surrounding the “Fiscal Cliff,” now may be a good time to call your adviser and schedule […]

Retirement fire drill

If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill.  Those faux escapes give everyone a chance to practice evacuating the building and give those in charge an opportunity to identify and fix any potential problems. If […]

20 tips to ensure a nice nest egg in 20 years

(Note: This is Part 2 in a three part series that I did for the Omaha World Herald on retirement planning for different life stages.  I’m re-posting it here for all of you who don’t live in snowy, freezing Omaha!) Forty-five is an interesting age.  It’s like the Junior High of aging.  Too old to fit […]

Essential financial tips for empty nesters

If your kids are grown and moving on to the next stage of their lives, it’s time for you to begin thinking about the next stage of yours.  For many, the empty nest years fall in that decade or so just before retirement.  Because of that, it’s an ideal time to make adjustments to your […]