Author: idi.anthony@gmail.com

Income Planning? Think Expense Planning First! Carolyn was an administrator at a local college, and was planning to retire in one year. She was feeling good about the decision. She estimated her retirement expenses to be $4,000 per month, or 20% less than her expenses while...

Four years ago, Howie was contemplating retirement. At 55 years old, he qualified for his pension based on his age and years of service with the company. He attended a pre-retirement seminar hosted by his union, and scheduled an appointment to double check his retirement...

It’s hard to think about spring cleaning while there is still a morning frost on the car windshield. But, the calendar says it’s April, taxes are due next week, Sean and Colin start soccer practice tonight, and the little league baseball opening day parade is...

During my teaching days, that is a question I always asked my students during the first class of the semester. The answers varied. Some students said “to make money” or “to beat the market” (those were unacceptable C- answers)....

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