Tag: Ready for Retirement


Apr

15

2016
So, You Got a Refund?

So, You Got a Refund?

The tax year has come and gone and you get your usual refund. What do you do with it? Or, better yet, is it good to even get a refund?  According to Bankrate.com, three out of four taxpayers received a refund of $3,000 in 2015!  Although you may look at this a “windfall” or forced savings plan, you are essentially giving your money to the...

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Apr

06

2016
So you want to retire early? Follow these steps to success.

So you want to retire early? Follow these steps to success.

There are two main components to a successful retirement, “emotional” and “financial” preparedness. Having both at retirement is the ultimate goal. I see people who are ready to retire emotionally, they just don’t have the money. I’ve also seen the other side of that equation. To retire early it’s even more important to have both. Here are a few steps to follow: 1) Reduce or...

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