We all know it’s important to save for retirement. Even if you’re saving for retirement, some common mistakes might cause …
Living to 100
It’s not unreasonable to see a client who had both parents live into their 90’s and with the advances in …
Are You Fooling Yourself About Your Retirement?
As the old saying goes ignorance is bliss. Though that can have tragic repercussions towards saving for retirement. This weeks …
Creditors & Predators: Financial Planning and Liability Insurance A Love Story
Everybody knows that lawsuits and lawyers cost a lot of money, and being involved in a lawsuit could cost you …
You Suck at Saving, Let’s Change That!
On this weeks episode of Nestology TV Mike discusses the savings crisis in America. Also, a few easy tips to …
You’re Young, Not Stupid
It’s easy to understand why saving for retirement isn’t a priority in your 20’s. But youth is a huge advantage …
CUT THE NOISE
With the seemingly relentless barrage of news that the economy is in a tailspin and the next 2008 is around …
Knowing When To Gift
2 things keep the IRS’ hands out of most people’s financial pockets: the annual gift tax exclusion and the lifetime …
Fear and Greed
There is an old saying on Wall Street that the market is driven by just two emotions: fear and greed. …
Speaking With Adult Children about Inheritance
It’s my goal to not only educate my clients but also their children. Today I am going to discuss a …