– Nicole O. Coulter Discover what it means to be wealthy or successful. If you’re like most, it takes a few hard knocks to understand what life truly has to offer. Several years ago at the Berkshire Hathaway annual shareholders meeting in Omaha, Neb., a precocious 10-year-old investor stood bravely in front of a microphone and posed a weighty question for the investment maestro: “How do you define success in life?” Warren Buffett didn’t hesitate—it was as if his whole… Read More
By Helen Modly, CFP, and Sandra Atkins, CPA/PFS Funding a 30-year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, taxes, asset allocation, and expenditures. Are you up to the task? George Forman, the boxer-turned-spokesman for portable grills, may have best summed up the Retirement conundrum facing baby boomers: “The question isn’t at what age I want to retire; it’s at what income.” The amount you’ll need each year to maintain your desired standard of… Read More
Written by Kevin McKinley The prime time for a child to begin learning good financial habits usually occurs during the “tween to teen” years. All the planning, saving and investing that parents do for their children’s future won’t do much good if the kids don’t have the discipline and wisdom necessary to eventually manage money on their own, and hopefully make it grow. Read more here.
By Carl Richards There is something you have been working on, isn’t there? Something big. Something exciting. Something you have always dreamed of. It’s that perpetual “work in progress” that you tell only your close friends and loved ones about. The novel that is in “final edits.” That website that you are going to start…tomorrow. That email you are going to send your boss explaining why you are quitting your job to be a full-time freelancer(the mouse is hovering over… Read More