We often receive questions about how long certain financial records should be retained.  The IRS, through Publication 552, offers some guidance with regard to recordkeeping for individuals.  Their recommendations are based on the following deadlines:

» Continue reading “Spring Cleaning Your Financial Files”

The idea is simple—get enough life insurance to protect your family from the potentially devastating impact of a death.  While the concept is straight-forward, as with many components of financial planning, deciding on the appropriate type and coverage level of life insurance is not quite that easy.

» Continue reading “When it Comes to Life Insurance – Know Your Options”

I have to say that I get a little excited every year with the release of the annual Berkshire Hathaway shareholder letter.  I don’t know why it’s so exciting to me, but I guess I just enjoy Warren Buffett’s writing style.  He has an incredible ability to, not only make things seem so simple and straightforward, but to also make observations that help me drown out the “noise” of the markets and focus on what is really important when it comes to investing successfully.

» Continue reading “Time for the Berkshire Hathaway Shareholder Letter…Yes!”