by Beau Henderson | Dec 12, 2015 | Ask Beau, Beau, Blog, Everything RichLife
I just retired and my neighbor was telling me that her financial advisor always meets with her before the end of the year to go through her year end planning checklist. She said that missing something could end up costing you a lot of money. What’s on this checklist...
by Beau Henderson | Oct 28, 2015 | Ask Beau, Beau, Blog, Everything RichLife
I think my mom was the victim of a cyber scam. She is retired and not all that computer savvy, and she feels really stupid for falling for it and doesn’t want to talk to anyone. In her case, she allowed an unsolicited caller who she thought was a technician remote...
by Beau Henderson | Jul 30, 2015 | Ask Beau, Beau, Blog, Everything RichLife
I feel like a scrooge for asking this, but I don’t know who else to turn to. I want to be the cool Aunt and give generously to my nieces and nephews, but I’m trying to pay off my student loans, support my two kids, save for retirement and start a college fund. Our...
by Beau Henderson | Jun 25, 2015 | Ask Beau, Blog, Everything RichLife, Success With Life, Success With Money
What’s the first thing I should do to begin financial planning? My wife and I are expecting our first child, so I’m motivated to get serious about financial planning. My question is, where do I start? I already have a savings account and a 401(k) plan through my...
by Beau Henderson | Jun 15, 2015 | Ask Beau, Beau, Blog, Everything RichLife
I keep hearing about new life insurance products and something called Living Benefits. What does that term mean and do you recommend them? Life insurance products can do more to leverage your money and strengthen your financial position than most people realize....
by Beau Henderson | May 28, 2015 | Ask Beau, Blog, Everything RichLife
What should I keep and what should I throw away? I’ve got the spring cleaning bug and recently came across boxes and files of old financial statements. My husband is self-employed and has boxes of receipts, all filed and organized by year, but many of them are fading...