Estate Planning
Part-V

Estate-Planning-for-the-Middle-Class-Part-V

Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan.  Most people...

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Investment
costly free things

Why Free Things Can Wind Up Costing You

When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...

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saving
Fringe benefits

Financial Resolutions With Huge Fringe Benefits

Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to...

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Retirement
retirement readiness

Assessing Your Own Retirement Readiness

Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...

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Credit Repair
indebted

Indebted Now What

It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...

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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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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...

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Getting Married
valentiens day quiz

Valentines Day A Money Quiz for You and Your Sweetheart

Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...

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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...

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Retirement
benefit pension plan

Decisions Decisions

Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...

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Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

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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...

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Investment
staying on course

The Retirement Journey Stay on Course

Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...

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Divorce
blended family

Divorce and Estate Planning for Future Blended Families

Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...

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Retirement
retirement planning

Confidence in Retirement 10 Planning Mistakes to Avoid

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

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Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

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Insurance
Open Enrollment

October Means Open Enrollment

Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...

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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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Investment
women balancing act

The Financial Planning Balancing Act for Women

A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...

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Starting a New Job
checklist

A Checklist for Open Enrollment

This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...

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Getting Married
wedding couples

Financial Planning Be Part of Your Wedding Preparation

The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...

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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...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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Investment
parenting young adults

Financial Parenting for Young Adults

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...

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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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Estate Planning
Estate Planning

Additional Estate Planning Tools

You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...

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Savings
Restore Her Finances

A Single Mom's Plan to Restore Her Finances

The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...

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Investment
withdrawal penalty

Exceptions to the Early Withdrawal Penalty

Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...

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Retirement
retirement blunders

8 Major Retirement Blunders

It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....

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Investment
Easy Street

Where the Heck is Easy Street?

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...

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