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 >
Insurance
Flexible Spending

Flexible Spending Account Changes Looming

What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...

Read More >
Estate Planning
estate planning

Leaving a Legacy An Everyman’s Guide to Estate Planning

It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...

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 >
Retirement
Inheriting Retirement

Beneficiaries and Inheriting a Retirement Account

As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...

Read More >
Starting a New Job
unretirement

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 >
Investment
startitis

"Start-itis"

Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...

Read More >
Caring for a Loved One
Planning for an Illness or Death in the Family

Planning for an Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...

Read More >
Investment
investing stocks

Dont Just Buy What You Know

Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...

Read More >
Savings
retirement income

Retirement Income Tax Strategies

There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...

Read More >
Preparing for Disaster

If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...

Read More >
Credit Repair
double edged sword

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 >
Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

Read More >
Investment
Financial Planning

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 >
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...

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 >
Savings
Paycheck to Paycheck

How to Break the Paycheck-to-Paycheck Treadmill

Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...

Read More >
Retirement
Planning Mistakes

5 Common Retirement Planning Mistakes (And How To Fix Them)

The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...

Read More >
Buying a Home
Homeowner’s Insurance Checklist

Homeowner’s Insurance Checklist

Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...

Read More >
Retirement
women retiree

Top 5 Reasons Why Women Face More Risk in Retirement

It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...

Read More >
Investment
Talking to Planner

Why Talk to a Financial Planner When You’re in Your 20s

It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...

Read More >
Estate Planning
getting set for retirement

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 >
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...

Read More >
Retirement
Cant Work

But What If You Can’t Work?

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...

Read More >
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...

Read More >
Savings
taxes control

Dont Let Taxes Control Investment Decisions

Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...

Read More >
Savings
Ready set

Ready, Set, Save

In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...

Read More >
College
graduates and parents

A Guide for Graduates and Their Parents

Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...

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 >
Load More...