Investment
startitis

"Start-itis"

Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...

Read More >
Investment
Retirement Math

Retirement Math - How $200 May Be Translated to $66391

Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...

Read More >
Getting Married
valentiens day quiz

Valentines Day A Money Quiz for You and Your Sweetheart

Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...

Read More >
Investment

Get Off the Roller Coaster

The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...

Read More >
Bankruptcy
credit resolutions

Put Your Credit Resolutions in Motion

One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...

Read More >
Credit Repair
indebted

Indebted Now What

It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...

Read More >
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...

Read More >
Losing a Loved One
important letter

The Most Important Letter You May Ever Write

A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...

Read More >
Investment
new years resolutions

New Year Resolutions Financial Planning

One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...

Read More >
College
college children

Financial Skills and Children Leaving for College

Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...

Read More >
Investment
Insider Guide

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

Read More >
College
Managing Student Loans

Managing Student Loans

Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...

Read More >
Retirement
retirement blunders

8 Major Retirement Blunders

It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....

Read More >
Investment
Pyramid Scheme

How to Avoid a Ponzi Scheme Lessons from the Madoff Fraud

In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...

Read More >
Saving on Taxes
Taxes Owed on Income Received

Keeping What You Make-Managing Taxes Owed on Income Received

Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...

Read More >
Serving in the Military
military personnel

Financial Tips for Families of Activated Military Personnel

Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...

Read More >
Investment
For Uncertainty

Planning For Uncertainty

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...

Read More >
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...

Read More >
Estate Planning
Part IV

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...

Read More >
Savings

Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning

Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...

Read More >
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...

Read More >
Investment
Mid-Year Financial Checkup

Make Time for a Mid-Year Financial Checkup

There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...

Read More >
Investment
college grads

Personal Finance 101 for Recent College Grads

Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...

Read More >
Investment
Standards

Fiduciary vs. Suitability – Which standard is best

The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...

Read More >
Getting Married
Financial Planning for Newlyweds

Just Married - Financial Planning for Newlyweds

Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...

Read More >
Losing a Loved One
Financial Matters Following a Loved Ones Death

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...

Read More >
Divorce
Divorce Planning

Creating an After-Divorce Action Plan

The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...

Read More >
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...

Read More >
Retirement
Inheriting Retirement

Beneficiaries and Inheriting a Retirement Account

As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...

Read More >
Retirement
social security

Navigating the Social Security Waters

The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...

Read More >
Load More...