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...

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Investment
new years resolutions

New Year Resolutions Financial Planning

One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...

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Divorce
family divorce resolution

A Suitable Divorce Resolution Option for Your Family

Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...

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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...

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Saving on Taxes
Taxes Owed on Income Received

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...

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Investment
Im Thankful

Top 10 Reasons I'm Thankful

I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...

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Savings
Spending Plan Reminder

A Spending Plan (Budget) Primer or Reminder

It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...

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Savings
Family’s Plan to Become Debt Free

A Family’s Plan to Become Debt Free

The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...

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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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Divorce
special needs child

Divorce and Your Special Needs Child

There are few challenges more difficult than going through divorce and having a special needs child.  As a divorced, single parent of a...

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Divorce
Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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Investment
Questions Answered

Get Your Questions Answered

Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...

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Investment

Get Off the Roller Coaster

The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...

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Getting Married
Financial Planning for Newlyweds

Just Married - Financial Planning for Newlyweds

Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...

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Savings
holiday gifts

How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!

The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...

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Estate Planning
Part III

Estate Planning for the Middle Class - Part III

Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...

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Losing a Home
refinancing mortgage

Refinancing your Mortgage in Retirement

With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...

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Estate Planning
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust: A Useful Estate Planning Tool

"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...

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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...

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Investment
investing in commodities

A Diversified Approach to Investing in Commodities

If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...

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Investment
Life Skills

Acing Financial Life Skills in Your 20s and 30s

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...

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Retirement
retirement planning

Retirement Base Income Vehicles

By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...

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Savings
taxes

Tried and True Tips to Lower Your Tax Tab

Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...

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Estate Planning
Don’t Die

Everything is Fine, Just Don't Ever Die

It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...

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Estate Planning
Wealth Transference Failure

Wealth Transference Failure and How to Avoid It

If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...

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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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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...

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Investment
annuity investments

Introduction to Annuities

Annuities account for a significant part of all investment sales, partly because they offer features and benefits that are unavailable...

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Retirement
Maxed Retirement

I've Maxed Out My Retirement Plan... What Next?

First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...

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Divorce
divorced baby boomers

Retirement Planning Insights for Divorcing Baby Boomers

As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...

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