Retirement
Retirement Preperation

Retirement Preparation to Live Comfortably Later

Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...

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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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Divorce
divorce settlement

Financial Planning Matters for Tackling a Divorce Settlement

Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual 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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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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Investment
Buy commodities

How to Buy Commodities

You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...

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Serving in the Military
military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

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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,...

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Investment
diversification

Defining Diversification

In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...

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Caring for a Loved One
financial help

If a Friend Needs Financial Help Do It the Right Way

There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...

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Divorce
summer plans

Making Summer Plans for Your Kids When You are Divorced

Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...

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Retirement
retirement planning

Retirement Goals Start at the Beginning

A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...

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Serving in the Military
military personnel

Financial Tips for Families of Activated Military Personnel

Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...

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Estate Planning
Children Documents

Do Young Adult Children Need Estate Planning Documents

Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...

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Starting a New Job
College to Employment

The Transition from College to Employment – A Checklist

The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...

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Investment
Union Blues

The European Union Blues

When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...

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Investment
learn with caution

Listen Learn But With Caution

We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...

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Starting a Family
College Answer

What if College Isn't the Answer?

A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...

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Estate Planning
Make Estate Plans

Make Estate Plans to Benefit Yourself and Your Loved Ones

Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...

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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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Investment
Investor or Speculator

Are you an Investor or Speculator?

How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality,...

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Savings
A Couple's Plan

A Couple's Plan to Fix Their Financial Situation

The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...

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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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Buying a Home
Home Insurance Coverage

Is Your Home Insurance Coverage Adequate

As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...

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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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Starting a Family
kids money

Need to Teach Young Kids about Money - Try These Ideas

If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...

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Buying a Home
mortgage

Shopping for a Mortgage

A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...

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Investment
Consumer Bureau

Consumer Financial Protection Bureau Puts Consumers First

In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...

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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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Investment
financial infidelity

Conquering Financial Infidelity

Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...

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