Weddings on a Budget A Plan to Pay for the Big Day
Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
Read More >
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...
Read More >
Financial Planning Insights for International Divorce
Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
Read More >
6 Steps for Student Savings
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
Read More >
So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
Read More >
The College Funding Surprise
Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
There's An App for That
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
Read More >
Planning Basics for New and Expecting Parents
Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...
Read More >
Holiday Entertaining on a Sensible Budget
What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...
Read More >
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,...
Read More >
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...
Read More >
Caring For Aging Parents
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...
Read More >
How to be Smarter About Buying Cars
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
Read More >
To Our Military Members: Protect Your Financial Future
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...
Read More >
When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
Read More >
Financial Planning for New Parents
Dramatic changes in one's life often require a reassessment of one's personal finances. And few events have a more profound impact on one's...
Read More >
Connecting Your Money with Your Life
So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
Read More >
Thinking About Adoption-Plan Your Finances First
Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
Read More >
Snowflakes
I’m not a very sappy person, which is to say I don’t typically wear my emotions on my sleeve. But upon some recent reflection and experiences...
Read More >
Retirement Math - How $200 May Be Translated to $66391
Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
Read More >
No Substitute
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
Read More >
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...
Read More >
Year of the Dragon Financial Makeover
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
Read More >
Covering Your Bases on a Military Budget
Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...
Read More >
Getting Ready for the New Cost-Basis Regulations
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...
Read More >
Checklist for Parents Retirement Planning
When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...
Read More >
The Real Cost of Paper US Savings Bonds
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
View List of
Financial Planners