How to Survive Financially after a Job Loss
You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
Read More >
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...
Read More >
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...
Read More >
The Challenge of Saving
Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...
Read More >
Financial Planning & Adoption
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
Read More >
Discuss Money Issues Before Catastrophe Strikes
Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...
Read More >
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...
Read More >
What is This New Schedule D Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
Read More >
Ready for a Rainy Day Save for Emergencies
It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...
Read More >
Overcoming Fear to Find Bargains
Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...
Read More >
Keeping Score - Competitive Financial Relationships
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
Read More >
The Challenge of Saving Part 2
If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...
Read More >
How to Select an Insurance Broker
Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
Read More >
Make Sure Your Travel Insurance is a Real Safety Net
Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...
Read More >
Beneficiaries and Inheriting a Retirement Account
As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
Read More >
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...
Read More >
Refinancing your Mortgage in Retirement
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
Read More >
Planning for a Financially Secure Marriage
Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...
Read More >
Falling Off the Cliff
I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...
Read More >
The 'Last' Estate Plan
Now that you have diligently and thoroughly thought out your estate plans and have visited your attorney to legally document those estate plans...
Read More >
Top Ways You Can Prevent Ident Identity Theft
Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...
Read More >
Tax Issues and Divorce Financial Planning Considerations
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...
Read More >
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...
Read More >
Matrimonial Bliss - Pros and Cons of Merging Your Finances
Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
Read More >
Education Funding Before During and After College
The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...
Read More >
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,...
Read More >
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...
Read More >
What Records Do I Need to Keep
I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...
Read More >
Should You Move When You Retire
After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...
Read More >
Fiduciary vs. Suitability – Which standard is best
The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...
Read More >
View List of
Financial Planners