Starting a New Job
unretirement

Planning a Post-retirement Move Back to the Workplace

There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...

Read More >
retirement
Retirement Income

Nest Egg Knowhow: Income Planning for Retirement

It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...

Read More >
Starting a New Job
 Challenges Facing Business Owners

Top 5 Financial Challenges Facing Business Owners

As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...

Read More >
Investment
Financial Planning Checklist

Checklist for Year-End Planning

I recently attended a large public seminar that focused on educating consumers about the value of financial planning. The headliner of the...

Read More >
Losing a Job
new jobs

Putting a Plan Into Place

Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...

Read More >
Caring for a Loved One
financial help

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...

Read More >
Investment
Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...

Read More >
Investment
Consumer Bureau

Consumer Financial Protection Bureau Puts Consumers First

In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...

Read More >
Savings
saving money

Saving Money in Today's Economy

If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...

Read More >
Investment
company stock

Invest in Your Company Stock Like an Executive

Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...

Read More >
Investment
Stayed Course

What if You Had Stayed the Course?

As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...

Read More >
Divorce
children and divorce

Relocating With Children After Divorce

In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...

Read More >
retirement
Retirement Deficit

Financial Strategies for a Retirement Savings Deficit

As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...

Read More >
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 >
Losing a Loved One
dcotors orders

Going to the Hospital - Prepare Financially and Medically

Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...

Read More >
Starting a Family
contemporary family

A Financial Primer for the Contemporary American Household

In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...

Read More >
Buying a Home
Reverse Mortgage

A Reverse Mortgage Story

I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...

Read More >
Stolen Identity
Against Identity Theft

Protect Yourself Against Identity Theft

Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...

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 >
Investment
behavioral biases

Know Your Enemy Cognitive Behavioral Biases

You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...

Read More >
Divorce
summer plans

Making Summer Plans for Your Kids When You are Divorced

Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...

Read More >
Retirement
Prioritizing Retirement Decisions

Prioritizing Retirement Decisions

Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...

Read More >
Investment
my motivation

So What's My Motivation Here?

If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...

Read More >
Preparing for Disaster
disaster plan

7 Steps to Take When Creating a Disaster Plan

When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...

Read More >
saving on taxes
Tax Tips Business

Year-Round Tax Tips for Business Owners

Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...

Read More >
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...

Read More >
Insurance
Open Enrollment

October Means Open Enrollment

Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...

Read More >
Retirement
Before Catastrophe Strikes

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...

Read More >
Saving on taxes
Financing business

Launching a Business: A Financial Guide

The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...

Read More >
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...

Read More >
Load More...