Spousal Lifetime Access Trust: A Useful Estate Planning Tool
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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Creating Your First Budget
Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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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...
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Charitably Inclined?
As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
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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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5 Common Retirement Planning Mistakes (And How To Fix Them)
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
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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...
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A Guide to Vacation Cash Conservation
Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...
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Earned Income - Work Required
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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Take Charge of Your Financial Literacy
As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
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Working on It - Your 30s Through Your 40s
It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
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Perfect Last Minute Gift Ideas
Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...
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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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Get Off the Roller Coaster
The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...
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I've Maxed Out My Retirement Plan... What Next?
First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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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...
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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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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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Homeowner’s Insurance Checklist
Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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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...
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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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Are You All Set?
Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
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Navigating the Social Security Waters
The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...
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Mind Your Own Business Planning Tips for a Smooth Start-Up
It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...
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The Financial Challenges of Divorce and Widowhood
As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...
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Why Im Thankful for Financial Planning
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
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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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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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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...
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