7 Signs It’s Time to Retire
Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...
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STAYING Fiscally Fit
I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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Financial Planning Matters for Tackling a Divorce Settlement
Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual and...
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Earn Higher Pay Without Negotiating
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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Bringing Health Care Issues into Financial Planning
Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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Top 5 Financial Challenges Facing Business Owners
As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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Is Real Estate a Good Investment Today
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
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Wow, My Tax Return is Due April 17!
“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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Dreaming Big - Financial Planning for Unexpected Wealth
Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...
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Protecting Your Bond Investments from a Downturn
If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...
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Estate Planning for the Middle Class-Part IV
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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Finding Support to Keep Your Resolutions
Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...
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Discuss Money Issues Before Catastrophe Strikes
Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...
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A Checklist for Open Enrollment
This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...
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Retirement Fire Drill
If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....
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When Investing Isn't
I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
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But What If You Can’t Work?
I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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Location, location, location
You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...
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Weddings on a Budget A Plan to Pay for the Big Day
Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
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A Couple's Plan to Fix Their Financial Situation
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
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Snowflakes
I’m not a very sappy person, which is to say I don’t typically wear my emotions on my sleeve. But upon some recent reflection and experiences...
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Thinking About Adoption-Plan Your Finances First
Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
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If a Friend Needs Financial Help Do It the Right Way
There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...
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Are you an Investor or Speculator?
How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality,...
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6 Steps for Student Savings
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
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Working on It - Your 30s Through Your 40s
It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
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Teaching to Learn
You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...
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Be Wise at Work - Use Open Enrollment to Your Benefit
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...
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Planning for Retirement in Today’s World
Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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