BEYOND THE NUMBERS

An online journal of our latest views and no-nonsense financial education.

September 20, 2016

In retirement, how much can you safely withdraw from your investments?  

When it comes to retirement, the amount you spend is often more important than how you i...

August 31, 2016

If you're planning for retirement, don’t forget the cost of healthcare. As you age, the portion of your budget consumed by health-related costs is likely to ris...

July 12, 2016

You probably understand the basic financial concepts of budgeting, saving, and planning for retirement.  But this doesn't necessarily mean you are in full contr...

June 23, 2016

Many leading financial institutions offer free web-based calculators that attempt to gauge your retirement readiness based on current savings and future income...

June 3, 2016

Cloud storage--using Internet-based service providers to store digital assets such as books, music, videos, photos, and even important documents including finan...

May 31, 2016

There's no question that the college application process can be stressful for many high school students and their parents. After all, it's easy to feel overwhel...

May 24, 2016

 

The much anticipated final new rules on the Fair Labor Standards Act (FLSA) overtime standards[1] were released by the Department of Labor last week, and whet...

May 12, 2016

 

 

 

As more and more wealthy individuals from the baby boomer generation are entering retirement, we are at the start of one of the greatest wealth transfers in...

May 3, 2016

 

Americans have their heads in the sand when it comes to estate planning, according to surveys by LexisNexis and LegalZoom.com which estimate that 55 percent of...

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