Secret 2 to Making Effective New Years Resolutions

Part 2 of 3

How are you doing with starting small on your New Year’s resolutions? Have you adjusted your list yet? Recalibrated any of your goals to start small? I love my new start small goal. My meditation practice is up to 14 minutes and climbing. Remember, small changes are easy changes. Life is meant to be a… Read More

The Best Gift from Gen 1 to Gen 2

The Goering Center

Goering Center NewsletterJanuary 15, 2015by: Mackey McNeill He is 62, the first generation. She is 40, the second generation. They are ready to make the transition from Gen 1 to Gen 2. While the challenges are many, varied and complex, the financial issues that arise in this transfer of wealth provide an underpinning of success… Read More

The Three Secrets to Making Effective New Years Resolutions

Part 1 of 3

For years I made sweeping New Years resolutions. Losing weight was always on the top of list. The rest of the list consisted of a variety of things I wanted to change in my life. The items on the list were bound together like a sailors knot by the “should” word. My resolutions provided an… Read More

Life Insurance Riders that Pay for Long-Term care

Life insurance has many uses, including income replacement, business continuation, and estate preservation. Long-term care insurance provides financial protection against the potentially high cost of long-term care. If you find yourself in need of both types of insurance, a life insurance policy that combines a death benefit with a long-term care benefit may appeal to… Read More

5 Numbers Identity Thieves Love

Identity theft has been in the news for many years now. And yet, identity fraud has continued to grow unabated and is costing our society billions of dollars each and every year. It has been reported that identity fraud hits a new victim every two seconds. If you do the math, that’s almost 16 million… Read More

Market volatility is up… So what?

Professional investors know something that most people find impossible to believe: that the threat of scary ups and downs in the markets is by far the best friend of the long-term investor. Why? Because over the long term, stocks have provided returns far higher than bonds or cash. If it weren’t for the occasional dizzying… Read More

Yes, you should dump him because of his poor credit score

SheKnows.com

reposted from SheKnows.comby Mary McCoy When I was in my early 20s, I fell in love with a guy who had an abysmal credit score. He was open about it, and I was willing to give him a chance. After all, love conquers all, right? Right, until he stole my social security number and financial… Read More

My Kid is Going to Cost Me How Much!?

Time for a Financial Plan

News flash …. HOT off the press …. And one that falls squarely into the laps of the Gen Y / Millennial generation!!   Last week, the United States Department of Agriculture released its’ annual report that details the cost to raise a child from birth to the age of 18.  YIKES!!  This report doesn’t… Read More

Myth Busting: Social Security

Myth:  Social Security will provide most of the income you need in retirement. Fact:  It’s likely that Social Security will provide a smaller portion of retirement income than you expect.  There’s no doubt about it – Social Security is an import source of retirement income for most Americans.  According to the Social Security Administration, more… Read More