Credit Repair
Personal Debt Ceiling Crisis

Your Personal Debt Ceiling Crisis

It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...

Read More >
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...

Read More >
Investment
learn with caution

Listen Learn But With Caution

We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...

Read More >
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...

Read More >
Caring for a Loved One
AbuseandYou

Elder Financial Abuse and You

Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...

Read More >
Insurance
life insurance

Whole Life and Term Insurance

Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do...

Read More >
Getting Married
Financially Smart Sweetheart

6 Ways to be a Financially Smart Sweetheart

With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...

Read More >
Investment

Headlines vs Markets

The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...

Read More >
Investment
investment blunders

10 Investment Blunders to Avoid

When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...

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
staying on course

The Retirement Journey Stay on Course

Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...

Read More >
Savings
grocery store

Surviving the Grocery Store Maze

For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...

Read More >
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...

Read More >
Investment
secure marriage

Planning for a Financially Secure Marriage

Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...

Read More >
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...

Read More >
Retirement
retirement planning

Retirement Goals Start at the Beginning

A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...

Read More >
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...

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 >
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 >
Savings
Paper Bonds

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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 >
Saving on Taxes
Family Taxation

Family Taxation

Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...

Read More >
Retirement
six year old

How A Six Year Old Saves For Retirement

In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...

Read More >
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...

Read More >
Investment
App

There's An App for That

With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...

Read More >
Retirement
inflation

Preserving the Purchasing Power of Your Money For Retirement

Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...

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 >
Divorce
international divorce

Financial Planning Insights for International Divorce

Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...

Read More >
Starting a New Job
College to Employment

The Transition from College to Employment – A Checklist

The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...

Read More >
Retirement
Retirement Time

Maximizing Your Time in Retirement

Time is money, as the old saying goes. If this is true, you may never be so wealthy (in time at least) as you are during retirement. Gone are...

Read More >
Load More...