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 >Should I Own Life Insurance in Retirement
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
Read More >Debt the Double-Edged Sword
The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...
Read More >Should I Replace My Life Insurance Policy
Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
Read More >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 >Why Free Things Can Wind Up Costing You
When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...
Read More >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 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 >Young Consumers Detect Foul Play
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
Read More >Estate Planning for the Middle Class-Part II
Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
Read More >Are You All Set?
Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
Read More >Mapping Your Financial Future
We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...
Read More >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 >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,...
Read More >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 >Financial Parenting for Young Adults
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
Read More >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...
Read More >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 >The Dollars and Cents of Adoption
Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...
Read More >Should I Replace My Annuity
When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
Read More >Should You Move When You Retire
After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...
Read More >What To Do Financially After a Death
Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...
Read More >Mutual Accountability
We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
Read More >What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
Read More >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 >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 >What exactly are you paying your advisors
Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
Read More >MIGHT BE : Credit Counseling Services
Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
Read More >Financial Planning for Relocation During Divorce
What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...
Read More >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...
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