by Don Nalls, CFP® | Jun 19, 2015 | Investing, Retirement, Wealth Management
Being fiscally responsible means you live by sound money principles that allow you to build a stable future for yourself and your family. An understanding of these basic financial tenants is the first step in achieving financial success. 1. Build an emergency fund....
by Don Nalls, CFP® | May 27, 2015 | Investing, Personal Finance, Retirement, Wealth Management
Before the days of estate taxes, children simply moved into the family home and took over the master bedroom after their parents died. Unfortunately, it’s not that easy anymore. There are several ways to give a home to your child. And a few are tax-free. But in order...
by Don Nalls, CFP® | May 15, 2015 | Investing, Personal Finance, Retirement, Wealth Management
For a happier retirement, the key isn’t how much free time you have to spend, it’s how you manage whatever free time you have. That’s the conclusion of a fascinating new study about time management in retirement I think is worth heeding. Earlier research has found...
by Don Nalls, CFP® | May 9, 2015 | Investing, Personal Finance, Retirement, Wealth Management
When Sherry Lansing, the former chairwoman of Paramount Pictures, decided to end a 40-year career in the rough-and-tumble of Hollywood, the question she faced was where to direct all the energy and drive that had propelled her to the top of the industry. Lounging...
by Don Nalls, CFP® | Apr 11, 2015 | Personal Finance, Retirement, Wealth Management
Being named the executor of a family member’s estate can be overwhelming: At at time when you’re grieving, you’re called on to handle a host of unfamiliar administrative duties. Daniel Stickel learned that firsthand when his father died in 2013. Mr. Stickel has worked...