Investment
Teaching Learn

Teaching to Learn

You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...

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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...

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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...

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Buying a Home
moving houses

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...

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College
college freshmen

Top 10 Money Decisions for Today’s Incoming College Freshman

Money management is a bigger issue than ever on college campuses. Parents and students should start working on the student's financial future...

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Investment
Life in Balance

Your Financial Life in Balance

Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...

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College
FAFSA

Applying for Financial Aid - A Quick FAFSA Primer

Financial aid is a broad term that covers financial help through the college your child attends. Financial aid includes merit and needs-based...

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College
paying for college

How to Pay for College

It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...

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College
student savings

6 Steps for Student Savings

With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...

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Investment
Money Resolutions

Money Resolutions

We are getting toward that time of the year again where we start to reflect on the events of the past year and look forward to the...

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Investment
Charitably Inclined

Charitably Inclined?

As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...

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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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Investment

Financial Emergencies — Going to the Hospital

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,...

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Investment
Connecting Money

Connecting Your Money with Your Life

So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...

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Investment
Insider Guide

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

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Retirement
social security

Navigating the Social Security Waters

The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...

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Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

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Caring for a Loved One
health care planning

Bringing Health Care Issues into Financial Planning

Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...

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Investment
Makeover your finances

Year of the Dragon Financial Makeover

Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...

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Starting a Family
expecting parents

Planning Basics for New and Expecting Parents

Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...

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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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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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Savings
Take Charge of Your Financial Literacy

Take Charge of Your Financial Literacy

As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...

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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...

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Insurance
long-term care isnurance

Should You Buy Long-term Care Insurance

For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...

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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...

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Investment
Treat for Investors

October: A Trick or Treat for Investors

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...

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Savings
SavingPart3

What Should I Be Saving: Part 3

This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...

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Investment
4 Good Decisions

4 Steps Toward Good Financial Decisions

Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...

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Investment
Family photo

Financial Planning for Your Family’s Well-being

As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...

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