Serving in the Military
military spouses

Red White Blue…and Green Finance 101 for Military Spouses

Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...

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Credit Repair
credit check-up

A Credit Check-up

Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...

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Savings
Ready set

Ready, Set, Save

In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...

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Investment
Stock market chart

Initial Public Offerings Historical Returns

You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...

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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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Losing a Loved One
weeks and months

In the Coming Weeks and Months

Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...

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Investment
Graduate Person

Learn 12 Good Money Habits to Start on the Right Path

If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...

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Preparing for Disaster
flood insurance

What You Need to Know About Flood Insurance

I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...

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Buying a Home
New House

I Bought a House, Now What?

Congratulations! You now own a piece of the American Dream. Here are a few financial tips for being a homeowner:Use Your Home to Build Good...

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Savings
Vacation Cash

A Guide to Vacation Cash Conservation

Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...

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Losing a Loved One
Before the Eulogy

Before the Eulogy

I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...

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Investment
Connecting Money

Connecting Your Money with Your Life

So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...

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Investment
Valentines day

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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Investment
Better bank

The Hunt for a Better Bank Account

The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...

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Estate Planning
sudden illness

Plan for a Sudden Serious Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...

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Investment
steve jobs

What If I’m Wrong

If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...

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Investment
FTC Rules

New Federal Consumer Protection Rules – What You Should Know

On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...

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Investment
Thankful for Planning

Why Im Thankful for Financial Planning

This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...

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Starting a Family
PlanningAdoption

Financial Planning & Adoption

Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...

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Savings
retirement income

Retirement Income Tax Strategies

There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...

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Investment
Protecting Your Bond Investments

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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Starting a Family
new baby new year

A New Baby Checklist for the New Year

I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...

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Saving on Taxes
Schedule D

What is This New Schedule D Form 8949?

You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...

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Investment
women balancing act

The Financial Planning Balancing Act for Women

A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...

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Retirement
Financial Confidence in Retirement

Financial Confidence in Retirement

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

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Credit Repair
credit counseling

Credit Counseling Services

If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...

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Retirement
self employed

Retirement Savings Plans for the Self-employed

Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...

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Investment
Easy Street

Where the Heck is Easy Street?

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...

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Estate Planning
Wealth Transference Failure

Wealth Transference Failure and How to Avoid It

If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...

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College

Applying for Financial Aid A Quick FAFSA Primer

With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...

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