Today we’re kicking off our back to basics series. Where I’m going through different personal finance topics. Things like: net worth, budgeting, debt, savings, and investing.

You might think that you’re beyond these and maybe so, but in putting this together even I found some great reminders about the basics. So let this be a reinforcement of what you believe or an opportunity to share it with someone else. Maybe a son, daughter, grandkid or family friend.

Today, we’re talking about wealth, budgets and spending plans.

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

Today we discuss how to earn tax-free income from your bond and money market funds. You may be familiar with Treasury or Municipal bonds, but you might not be getting the tax credit that you are owed. This is especially important in places like California!

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.

Today, we discuss the main issues you need to have nailed down before you retire.

• Cash Flow
• Healthcare
• Investment issues
• Tax issues
• Long-term planning issue

Be the first to know about how you can retire more confidently by heading over to: www.birchwoodcapital.com/writings.