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The Value of Future versus Current Consumption 30 Oct 2012 | 12:02 am

These are some thoughts that I provided to a client couple struggling to live within their means, while also saving and investing for their future: The most important long-term topic we discussed was ...

Download the Overview of VeriPlan’s Financial Decision Tools 10 Oct 2012 | 07:37 am

Just Click this Green Arrow Icon This download file contains the two-page document, Overview of VeriPlan's Financial Decision Tools, in Adobe Acrobat (.pdf) format. This document provides a summary o...

Download the VeriPlan Executive Summary 10 Oct 2012 | 07:27 am

Just Click this Green Arrow Icon This download file contains the two-page Executive Summary of VeriPlan in Adobe Acrobat (.pdf) format. This document provides an executive summary of VeriPlan's rich ...

Download the VeriPlan Product Overview 10 Oct 2012 | 07:06 am

Just Click this Green Arrow Icon This download file contains the seven-page VeriPlan Product Overview in Adobe Acrobat (.pdf) format. It provides an overview of VeriPlan's rich set of personal financ...

Retirement tax optimization strategy 19 Jun 2012 | 06:17 am

Optimal asset “tax location” strategies and drawing down traditional tax-advantaged assets, while delaying Social Security retirement payments Investment tax location and Social Security tax optimiza...

Deciding when to begin initial Social Security retirement payments 19 Jun 2012 | 06:04 am

Deciding when to begin initial Social Security retirement payments In general, whether to accept Social Security payments early, at full retirement age, or later is a decision you will need to make a...

2012-02: February 2012 What Works in Personal Finance Newsletter 2 Mar 2012 | 02:21 pm

February 2012 Newsletter Diversification and the credit crisis For the full article, either click the title above or paste this address into your browser: http://www.myfinancialfreed...

2012-01: January 2012 What Works in Personal Finance Newsletter 1 Feb 2012 | 02:39 pm

January 2012 Newsletter What does sub-optimal portfolio diversification cost? For the full article, either click the title above or paste this address into your browser: http://www.theskilledinvest...

2011-12: December 2011 What Works in Personal Finance Newsletter 1 Jan 2012 | 04:35 pm

December 2011 Newsletter Concentrated holdings increase portfolio risk For the full article, either click the title above or paste this address into your browser: http://www.myfinancialfreedomplan....

2011-11: November 2011 What Works in Personal Finance Newsletter 23 Nov 2011 | 10:41 am

November 2011 Newsletter You are a financial industry profit center For the full article, either click the title above or paste this address into your browser: http://www.theskilledi...

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