Archive - July 5, 2012

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Not Retiring Soon? Save, Save, Save!
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How Financially Independent Are You?
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A Few Upcoming Tax Changes to Keep in Mind

Not Retiring Soon? Save, Save, Save!

One of my clients recently took advantage of my offer to sit down with and advise his daughter. This young woman was 25 years of age and just getting started with her career. Along with eliminating consumer debt, it was clear that the most helpful advice I could provide was to save early and save often.

Since the status of Social Security when this young lady retires in more than 40 years is uncertain, my advice was to take control of her own retirement planning. Of course, any benefit that Social Security provides will be a welcome supplement, but it …

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How Financially Independent Are You?

If you are a working adult who is responsible for paying his or her own bills, you probably consider yourself to be financially independent. And while you may have ended your dependence on your parents a long time ago, if you are relying too heavily on credit to get by, you are not quite ready to declare yourself financially independent. If you struggle in this area, a Fee-Only financial advisor can help you design a plan to lessen your reliance on credit and stand on your own feet in the future.

On its website, U.S. News and World Report asks …

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A Few Upcoming Tax Changes to Keep in Mind

As 2013 draws ever nearer, we need to keep a few potential tax changes in mind.  These items are subject to change – they’ve changed in the past at the last minute, so there’s no reason to believe they won’t change again – but if they don’t we should be planning ahead.

Flex-Spending Health Accounts

If your employer provides you with a Flex-Spending Account for healthcare expenses, there will be some changes coming up in 2013.  This is the kind of account where you set aside a sum of money each payday, pre-tax, that can be used throughout the year …

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