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Category: Financial Planning

John Harrison
What elements of a succession plan does a small business owner neeo? Jhn Harrison joins Jim Blasingame to reveal the things a small business owner must do to make sure their business continues in the event of their death.
John Harrison
This small business owner waited too long to plan for her business after her death. John Harrison joins Jim Blasingame to tell a sad but true story of a business owner who put off financial and succession planning until it was too late.
Gary Sirak
How are you calculating your retirement budget? Gary Sirak joins Jim Blasingame to reveal a method of calculating the financial component of your retirement plans, including a jhandy sample budget.
Gary Sirak
Do you know how much it's going to cost you to retire? Gary Sirak joins Jim Blasingame to talk about some of the things to consider when planning for the financial part of your retirement.
Barbara Weltman
Here are some key mid-year tax planning ideas. Barbara Weltman joins Jim Blasingame to recommend you consider these tax planning ideas at mid-year, including several retirement plans that have to be in force soon.
Gary Moore
Does your ethical behavior have a price? Gary Moore joins Jim Blasingame to report on a study that shows that even good people are more likely to alter their ethical behavior if there is money involved.
Donald Hunter
Donald Hunter joins Jim Blasingame to discuss financing for start-ups and the importance of looking at the needs to the business to determine the best course of action, plus why your relationship with your banker should be a factor in financing decisions.
Cary Siegel
Do Millennials need extra help with their financial education? Cary Siegel joins Jim Blasingame to talk about some of the issues that Generation Y faces that may be unique to them.
John Harrison
How would you like to adjust your future Social Security benefits. John Harrison joins Jim Blasingame to reveal that prior to retirement, you can do certain things to increase your Social Security benefits, including allocation of personal income.
John Harrison
You can estimate Social Security benefits. John Harrison joins Jim Blasingame to talk about how to use any number of calculators to estimate your social security benefits upon retirement, including the one at SSA.gov.

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