Wealth Transference Failure and How to Avoid It
If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...
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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...
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Saving Money in Today's Economy
If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...
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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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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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Top 10 Money Decisions for Today’s Incoming College Freshman
Money management is a bigger issue than ever on college campuses. Parents and students should start working on the student's financial future...
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Insiders Guide to Finding a Financial Planner
“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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Invest in Yourself to Make Your Prospects Brighter
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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Listen Learn But With Caution
We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
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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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Everything is Fine, Just Don't Ever Die
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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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...
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Retirement and Taxes
As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
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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...
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The Best House for your Money
When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...
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Mapping Your Financial Future
We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...
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Teach Your Children About Finances
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
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Videos of The 6 Biggest Financial Planning Problems
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
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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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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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Retirement Goals Start at the Beginning
A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...
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Creating an After-Divorce Action Plan
The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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Avoid Common Tax Filing Mistakes
As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...
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Your Personal Debt Ceiling Crisis
It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...
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Retrain Your Brain for Financial Success
The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...
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Top 5 Financial Challenges Facing Business Owners
As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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Financial Planning for First-Time Homebuyers
You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...
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Red White Blue…and Green Finance 101 for Military Spouses
Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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Is It Better to Lease or Buy a Car
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
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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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