Investment
financial planning

Financial Planning The Purpose and Benefits

Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...

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Estate Planning
sudden illness

Plan for a Sudden Serious 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 primarybreadwinner dies, what...

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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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Starting a Family
contemporary family

A Financial Primer for the Contemporary American Household

In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...

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Investment
choice overload

Choice Overload and Analysis Paralysis

Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...

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Investment
Don’t Understand My Financial Plan

I Don’t Understand My Financial Plan

Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...

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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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Investment
mission

Calling All Troops! What is Your Mission?

What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...

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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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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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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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Caring for a Loved One
geriatric care

Is a Geriatric Care Manager Right for You or a Loved One

For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...

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Investment
Stock market chart

Initial Public Offerings Historical Returns

You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...

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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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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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Investment
self investment

Do You Have a Self-Investment Plan

The beginning of the year is a good time to think about how you'll handle your financial investments, but it's also a good time to consider how...

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Credit Repair
Improve Poor Credit

How to Improve Poor Credit

If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...

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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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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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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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Credit Repair
poor credit

Poor Credit Affects Your Ability to Plan

Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...

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Investment
Finding support

Finding Support to Keep Your Resolutions

Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...

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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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Savings
summer vacation

For a Summer Vacation to Savor Start Saving Now

The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...

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Losing a Loved One
Financially After a Death

What To Do Financially After a Death

Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...

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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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College

Applying for Financial Aid A Quick FAFSA Primer

With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...

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Savings
Same Sex Couple’s Plan

A Same Sex Couple’s Plan to Save for the Future

The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...

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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Investment
FTC Rules

New Federal Consumer Protection Rules – What You Should Know

On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...

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