How-Tos

Guides for getting decisions done

How-To

It's a 3-step process: 1) Define the retirement income you need. 2) Decide how to get it. 3) Get it done. 

Figure Out a Retirement Plan (if 50 or over)

How-To

A 9-minute checkup to see where you stand and get your finances squared away.

How To Check Your Family's Finances

How-To

You'll sign papers that make you responsible for the mortgage loan and monthly payment.  If buying, you'll also get title to the property.

How to Close on Your Mortgage

How-To

You need to show lenders that you and your home are good investments.

How to Get a Mortgage

How-To

Make a check list of the things you need to do.  It's often not that long.  Then knock things down one at a time. 

How to Get Squared Away: Approaching Retirement

How-To

To get a better loan and borrow on more favorable terms.

How To Improve Your Credit

How-To

If you don’t have a will, the court will distribute your property according to state laws.

How To Make a Will

How-To

It’s often hard to know how much you’re spending – until you overspend.  So set up a system that puts you in control.

How To Manage Everyday Spending

How-To

Money in your pocket gets spent.  So set up a system that moves it where it should go before it gets spent.  

How To Move Money From Spending To Savings

How-To

Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.

How To Open An IRA Account

How-To

For greater peace of mind & more to spend or save.   

How To Pay Down Debt

How-To

A bank relationship is usually long-term.  So pick a bank that offers the services you want tomorrow, as well as today, most reasonably.  

How To Pick a Bank

How-To

If trust and expertise is what you want, here's how to find a planner that fits the bill.

How To Pick a Financial Planner

How-To

A 9-minute checkup to see where you stand and get your finances squared away. BUCKNELL MOCKUP

How to Review Your Finances

How-To

Help your kids live financially smart lives

How to Teach Your Kids

How-To

You can have your cake, eat it, or do a bit of both.

How To Use Your Savings in Retirement