by Don Nalls, CFP® | Mar 28, 2014 | Personal Finance, Retirement, Wealth Management
For Daniel Ryan, turning 40 and 50 came and went. But sometime around his 61st birthday last July, he said he had an “old man crisis.” He did some simple math, and quickly concluded that living another 20 years would be considered a “full life.” Even if he remained...
by Don Nalls, CFP® | Feb 7, 2014 | Investing, Personal Finance, Retirement, Wealth Management
Are you ready to overhaul your spending patterns, start funneling more money into your bank account and buy better (and safer) products in 2014? If so, you’ve come to the right place. We’ve rounded up our favorite money stories to give you the bite-size nuggets you...
by Don Nalls, CFP® | Jan 4, 2014 | Investing, Personal Finance, Retirement, Wealth Management
1. Set no savings goals Goals? Whatever. You’ll save if there’s money left over. People don’t plan to fail, they fail to plan. You’ve heard that before, haven’t you? It’s true. I don’t think anyone sets out to be on a paycheck-to-paycheck plan by the time they reach...
by Don Nalls, CFP® | Dec 2, 2013 | Investing, Personal Finance, Retirement, Wealth Management
Black Friday already? Where did the year go? The good news: No matter whether you’re retired or on retirement’s doorstep, there’s plenty you can do before the end of 2013 to avoid giving Uncle Sam more than his fair share of your hard-earned income. Here’s a laundry...