Investment
Financial Records to Keep

What Records Do I Need to Keep

I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...

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Investment
Invest Outside

Invest Outside the Box

Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...

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Buying a Home
mortgage

Shopping for a Mortgage

A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...

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Estate Planning
Protecting your family

Wealth Planning and Protection Strategies for Your Family

How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...

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Caring for a Loved One
health care policy

How to Evaluate a High-Deductible Health Care Policy

According to an August survey from America’s Health In...

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Retirement
Early Retirement Public Employees

9 Risk Factors To An Earlier Retirement for Public Employees

Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...

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Investment
Buy commodities

How to Buy Commodities

You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...

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Savings
Saving Battle

The Challenge of Saving Part 2

If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...

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Retirement
fire drill

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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Estate Planning
Digital Estate

Planning Your Digital Estate

A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...

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Divorce
Marital Home

Should You Keep the Marital Home - Divorce Settlement

A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...

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Credit Repair
improving credit

Steps to improve credit

Now that you are familiar with your credit report, you can start working to improve it. Once a creditor reports negative information to a...

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Divorce
Retirement benefits

Assessing Your Retirement Benefits During Divorce

When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...

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Investment
Financial Planning

What is Financial Planning?

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Investment
Play The Lottery

Should I Play The Lottery

A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...

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Divorce
Special Needs Alliance

Financial Planning for Your Special Needs Family in Divorce

With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...

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Savings
holiday entertaining

Holiday Entertaining on a Sensible Budget

What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...

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Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

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Starting a Family
College Answer

What if College Isn't the Answer?

A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...

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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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retirement
Retirement Account

RMD Time: Handling Retirement Account Distributions

Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...

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Investment
Free Lunch Seminars

Questions To Ask at Free Lunch Seminars

Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...

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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...

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Investment
stock and rental property

How Owning Rental Properties and Stocks Can Be Similar

In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...

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Retirement
retirement journey

Planning Your Retirement Journey

Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...

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Buying a Home
House Money

The Best House for your Money

When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...

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Investment
FinancialPlanning

WhatisFinancialPlanning

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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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...

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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...

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Estate Planning
Ethical Will

Thinking about an Ethical Will

When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...

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