Financial Cafe Blog

retirement-missteps

Retirement Missteps Can Cost You

The path to retirement isn’t always smooth. You’re bound to encounter some bumps along the way. Avoiding the following common missteps will help keep you on the right track toward pursuing your retirement goals. Starting off too slowly Bypassing tax breaks Staying on a “safe” path See this month’s issue of Let’s Talk Money, these tips […]

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energizeyourretirementinvesting

Energize your Retirement Investing

A 401(k) plan, when appropriate for you personal financial situation, can be a powerful vehicle for getting you to where you’d like to be a retirement time- if you take advantage of all it has to offer. • For the Times of Your Life Let’s face it: People generally don’t like thinking of talking about […]

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financial-roadblocks

Live your Dream of Retiring

More that half of near-retiress say they’re concerned about having enough money to last through retirement. Forty-five percent say they’ll need to work at some point during retirement.* But this doesn’t have to be your retirement story. Following these tips may give you a better retirement outlook. • VALUABLE TIPS to Living your Dream of […]

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Life Settlement Market

Are you up to speed on the emerging life settlement market? What is a life settlement? How do I get started? Follow the link below to see the 5 easy steps and as always call Tom with any questions. http://jopaz9571.wix.com/life-investment

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The Heat’s Getting to Me!

The financial heat that is, decision making, deal cutting, and other tough things to know about when it comes to some “heavy lifting” in the areas of money management. How are we supposed to know about various financial issues topics like: Social security College planning Investing wisely Budgeting Insurance related stuff? Those are technical topics, […]

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Summer Vacation?

Gotta have it, need it, let’s do it. Let’s go! Yea but have we budgeted in advance for a vacation? Or are we so stressed and tired that we don’t think straight; we just “woop it up” without a thought for the “end game” of this ‘budget buster’ item. Down the road the credit card […]

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Let’s Talk Money”

Follow the link below to read the latest addition of “Let’s Talk Money”. Click Here to read “Let’s Talk Money”

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Are you a “financial enabler”?

Are you a “financial enabler”? Do you have kids that perceive you as “the bank of mom or dad”? If that could be you or sounds familiar, take notice. “Real love” isn’t tossing money at your kids to help them through financial misdeeds and bad decisions, especially if that “song” sounds familiar way too often. […]

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Life insurance “cash out”

Have you come to a place where you are considering selling your life insurance policy? Maybe you have already contacted your insurance company and you were shocked to find out how little they were willing to give you to “cash out”. There are other avenues that can pay you much more than your insurance company […]

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Do your finances control you?

The “tiger by the tail”? Huh? What’s that phrase got to do with my personal financial ideas and situation? A bunch actually, a whole bunch to be sure. Over my 34 years of being a financial counselor, most people I’ve found let their finances grab or control them instead of the other way around. Especially […]

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