Thursday, July 11, 2013




By 
STEVE VERNON / 
MONEYWATCH/ July 10, 2013, 8:20 AM

Retirement income scorecard: Immediate annuities

(MoneyWatch) In the third part of our series on how to estimate your future retirement income, let's turn our attention to immediate annuities, which are one of three ways to generate a paycheck from your retirement savings. (For background on these methods, you READ MORE.....


Life After Divorce: Time to Assess your Financial Situation



Life After Divorce: Time to Assess your Financial Situation


Going through a divorce can be an emotionally trying time, but it is also an opportunity to start fresh.  Now that you are single, it is important to begin with a strong financial base.
Assess your current financial situation
Following a divorce, you’ll need to get a handle on your finances and assess your current financial situation, taking into account read more.....

Wednesday, August 8, 2012

Do you know that you want and need to get organized.....

Do you know that you want and need to get organized, but just don't have the time to do it, or are even paralyzed at the very thought of how to pull all of the data together? Well, we believe we've got the answer! The CBData™ Certified JumpStart Concierge service will create your Member and/or Business Profiles for you, either right over WebEx or at our office, if you send us your non-confidential information, pictures of your homes, family, pets, etc. If you'd rather we be onsite, at your home or office, the cost will be slightly higher.
As a CBData™ Certified JumpStart Concierge we are here to help. Give us a call today to discuss helping your get organized!

Tuesday, February 2, 2010

Life events can overwhelm you. Don't let that happen. Make the right choices.
http://www.prepaidlegal.com/hub/nkahlstrom

Sunday, November 1, 2009

November 1st- the end of the year is drawing to a close. With today's economy still on the down slide what do we do? Shortsales and foreclosures are the theme of each day. Overcoming debt and deciding on bankruptcy to fix our financial situation are the nightmares of our sleep. I don't know about you but my mind is on worry overload!
I see so many of my friends and business acquaintances struggling as they try to work through their financial troubles - unemployment, housing, medical etc. My experience in accounting and bookkeeping allows me the ability to work with them, the widowed and divorced who are not sure how to proceed in their financial life. I'm here to help.

Saturday, October 31, 2009

Now I can send posts to my blog via text messages on my mobile phone!! Yeah!!

Thursday, April 2, 2009

April Fools - where's the money ?

Well here it is, already the first of April, 2009. Our economy is still going downhill, but we need to just hold on until it gets better. I know it will, it's just going to take some time. Listening to Suze Orman this morning sure got me to think more about my own financial struggles. She said it will probably not be until 2015 before we see definite signs of relief and start to feel comfortable again.
I used to think it was just me and my household that were in dire straights, but as I continue to hear from friends and business associates, we are all being bombarded with the same issues.
Unemployment is the highest that it's been in 25 years. Foreclosures and short sales are continuing at an unprecidented rate. Major companies that we thought could never go down are filing for bankruptcy protection. It's getting ridiculous!
But there are avenues we can take to start to work it out; budgets, simplifying, cutting back on unneccesary frills. We know the drill, we just have to start taking one step forward to try to make it happen.
For those of you who are single, divorced, widowed you may have not had the previous "pleasure" of handling all the ins and outs of your personal finances. If you are one of "these" people there is help. Many websites exist to help us learn more.
http://www.wife.org/
http://www.wiserwomen.org/
http://www.aarp.org/

Take a look at these sites and they will help you get started.
Natalie