Aequus Newsletter
Jul/Aug 2009
The Cost of Living Large in the Real World
During a recent interview with a reporter, I mentioned the importance of living on what you earn. To me, this is a no-brainer. It’s the most basic of financial precepts and the foundation of financial health. Her response was both fascinating and frightening.
Ways to Save Money on Health Care in Troubled Times
Whether you buy your healthcare coverage through your employer or independently, you need to look at your coverage the same way cost-cutting entrepreneurs do. Buying coverage in the future won’t stop at finding the best price—what you pay increasingly will involve how well you personally manage your health.
It’s Summertime—Not a Bad Time for a Midyear Financial Checkup
The weather’s great, so staying inside with your finances probably doesn’t sound like a very entertaining option. But a midyear review of your tax situation, retirement and spending issues can be far more valuable than the rushed attempt most people make at the end of the year—or when it’s too late at tax time. Summer’s actually a good time to do this task because there’s still enough time to correct lapses in savings, spending or tax planning.