Investment
Last minute

Perfect Last Minute Gift Ideas

Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...

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Investment
Free Upgrade

Time For Your Free Upgrade

It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...

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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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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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Retirement
planning documents retiree

10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

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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...

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Starting a New Job
small business funding

Funding Considerations for those Starting a Small Business

The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...

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Starting a Family
nine or twelve

Nine Candles or Twelve Days Of

Whatever Holiday you and your family celebrate this time of year we at the Financial Planning Association wish you a joyous Holiday Season. For...

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College
Investing for college

Investing For College — Investment Choices

The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...

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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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Divorce
divorce planning

What Divorce Planning Insights Should You Know About

The costs of raising your child from birth to the age of maturity in your state have become increasingly more expensive, with estimates of...

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Retirement
losing your job

Considerations for Your 401(k) if You Lose Your Job

There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...

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College
Education Funding

Education Funding Before During and After College

The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...

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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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Starting a Family
medicare

Choosing Your Retirement Health Coverage

If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...

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Investment

Financial Planning for Life

People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...

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Starting a New Job
Without Negotiating

Earn Higher Pay Without Negotiating

It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...

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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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Losing a Home
refinancing

Thinking of Refinancing

While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers  thinking about taking advantage of cuts...

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Investment
Valentines day

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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Losing a Loved One
Financial Matters Following a Loved Ones Death

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...

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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...

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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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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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Investment
Place to Invest

Is Your 401(k) the Best Place to Invest

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...

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Divorce
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

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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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Saving
Travelling Tips

Tips to Take Your International Travel Dollar Further

Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...

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Divorce
Divroce Planning

Retirement Considerations When Divorcing

When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...

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Investment
Better bank

The Hunt for a Better Bank Account

The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...

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