In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) was written as a gentle mid-year reminder that even the best of long-term plans will need review and adjustments to stay on track.
Stay diligent in tracking your progress and celebrate your success.
In this month’s column, Jeff’s message of True Wealth (a measure of life lived to the fullest with gratitude, wonder, and planning) is based on using the same theme as the magazine’s message-Time for a ROAD TRIP. How many people do you know that are yearning to get away, to experience life again. I have talked about the power of the 5W’s in helping define a goal.
This month, let’s apply that technique as a tool to approach all of your retirement journey.
In this month’s column, Jeff focuses his message of his True Wealth perspective (a measure of life lived to the fullest with gratitude, wonder and planning) this month on the power of creating personal adventures. Using a “diary of your life” concept consider the -you can’t take it with you idea….are you ready to focus on your own diary?
Since 1955, Tax Day, the day on which individual income tax returns are due to be submitted to the federal government has typically fallen on or just after April 15. Tax Day was first introduced in 1913, when the Sixteenth Amendment was ratified.
Preparation for tax filing is still one of the least enjoyed experiences we have, yet proactive tax strategies can add significant value to one’s future financial position. This month’s article highlights a few ideas for your proactive approach to managing your financial future.