Divorce
Remarriage During Divorce

Remarriage During Divorce and Estate Planning Complications

Looking beyond divorce is both hopeful and encouraging. Planning for a fresh start may include building and forging new family bonds with...

Read More >
Divorce
Divroce Planning

Getting a Divorce Financially Prepare Yourself

Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...

Read More >
Investment
Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

Read More >
Savings
Emergency Cash Reserves

Emergency Cash Reserves-Unloved Yet Necessary

I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...

Read More >
Investment
AnswerTo

20 Financial Planning Questions That You Need an Answer To!

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...

Read More >
College
Funding College

Funding Your Child's College Education

In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...

Read More >
Divorce
blended family

Divorce and Estate Planning for Future Blended Families

Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...

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 >
Savings
Couples

10 Ways to Cut Energy Costs

Winter is fast approaching. And that means it's time to examine the many ways you can conserve energy and cut costs. Below is a checklist of...

Read More >
Savings
holiday spending

9 Ways to Keep Holiday Spending Under Control

As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...

Read More >
Retirement
Social Security

Social Security

As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...

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
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...

Read More >
Investment
Investor or Speculator

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,...

Read More >
Credit Repair
Improve Poor Credit

How to Improve Poor Credit

If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...

Read More >
Getting Married
Merging Your Finances

Matrimonial Bliss - Pros and Cons of Merging Your Finances

Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...

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
dreaming big

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...

Read More >
Divorce
dividing a nest egg

Dividing the Nest Egg in Divorce

Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....

Read More >
Retirement
Preparing for Retirement

Coming Of Age Retirement Age

As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...

Read More >
Retirement
Retirement plans

Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success

A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...

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 >
Investment
Retrain your braind

Retrain Your Brain for Financial Success

The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...

Read More >
Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

Read More >
Retirement
retirement readiness

Assessing Your Own Retirement Readiness

Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...

Read More >
Divorce
divorce house

The House Decision in Divorce

To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...

Read More >
Getting Married
Valentines Day

6 Secrets to Help Sweethearts Overcome Cash Conflicts

Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal...

Read More >
Investment
Free Upgrade

Time For Your Free Upgrade

It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...

Read More >
Saving on Taxes
Tax Refund Loan

Thinking About a Tax Refund Loan?

The formal name is refund anticipation loans, or RALs.  They're marketed primarily to cash-poor taxpayers who use their annual federal and...

Read More >
Divorce
Divorce Finalized

My Divorce is Finalized. Now What?

Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...

Read More >
Load More...