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Personal Finance By The Book

Personal Finance By The Book

How Do You Measure Success?

June 28, 2013 by Joe Plemon 11 Comments

Last fall, at a class reunion in Palm Springs, CA, 39-year-old Steven Burton wore dress Navy attire displaying the Navy Cross, the highest medal that can be awarded by the United States Department of the Navy. This award is given for “extreme gallantry and risk of life in actual combat with an armed enemy force […]

Filed Under: Life Planning, Random

4 Ways to Avoid a Retirement Identity Crisis

March 20, 2013 by Joe Plemon Leave a Comment

If you think of yourself as “Jim the carpenter” or “Fred the accountant” or “Mary the teacher,” you may be facing an identity crisis when you no longer are performing the vocation you identify with. According to a Consumer Reports National Research Center study, those who struggled with that loss of identity at retirement had […]

Filed Under: Life Planning, Retirement

Do I Need a Living Trust, a Will or Both?

May 2, 2012 by Tim 4 Comments

Many people do not really enjoy thinking about their impending passing from this earth, which means that questions about wills, trusts, and estate distribution can be disconcerting.  Still, it’s smart to consider what will happen to your estate and your sentimental belongings at your passing.  Keep in mind that the more you prepare for that […]

Filed Under: Life Planning, Random

Words Are Like Wind

February 27, 2012 by Alex 1 Comment

“Words are like the wind” Adam said with a sigh. It had been a hard couple of weeks at work and we were both growing frustrated with the lack of action being taken by upper management. Always quick to make promises, the bosses seemed to have a lot of trouble following through. It’s the kind […]

Filed Under: Life Planning

Considering Jonah

January 13, 2012 by Alex 2 Comments

Have you ever thought about how Jonah relates to your finances? If not, you should. For those who didn’t go to Sunday school as a kid, Jonah was one of God’s prophets. He came from a rich family and was a big deal prophet of God.

Filed Under: Life Planning, Self Improvement

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