How Owning Rental Properties and Stocks Can Be Similar
In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
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Credit Counseling Services
If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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What Should I Be Saving: Part 3
This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
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Should I Own Life Insurance in Retirement
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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How to Minimize Anxiety as You Approach Retirement
By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...
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Is This Wall Street or Las Vegas Blvd.
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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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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Planning for Retirement in Today’s World
Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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Paragliding Off the Fiscal Cliff
Well the fiscal cliff, much like the Mayan calendar, and much like Y2K, was just another non-event. A lot of buzz with even a lot more fizzle....
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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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Be Smart about Renovations in a Down Home Market
It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...
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Should You Keep the Marital Home - Divorce Settlement
A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...
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Stress Test Your Financial Health
Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...
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Family Taxation
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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What Is Your Risk Tolerance
When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...
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Divorce and Your Special Needs Child
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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Estate Planning for the Middle Class-Part I
Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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The Fiscal Side to Staying Fit
I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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Save with a Sound Financial Plan
Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...
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This Holiday Season, Ignore the Relatives
'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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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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What If I’m Wrong
If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
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Checklist for Year-End Planning
I recently attended a large public seminar that focused on educating consumers about the value of financial planning. The headliner of the...
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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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5 Steps for Dealing with Recession
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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5 Factors to Consider: Selecting a Wealth Management Firm
As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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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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Year End Tax Planning - Part Two - Business
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
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Learn 12 Good Money Habits to Start on the Right Path
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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Bringing Health Care Issues into Financial Planning
Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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