Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

Read More >
Buying a Home
House Money

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...

Read More >
Buying a Home
moving houses

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 >
Investment
Accountability

Mutual Accountability

We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...

Read More >
Investment
Invest In Yourself

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...

Read More >
Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

Read More >
Savings
Same Sex Couple’s Plan

A Same Sex Couple’s Plan to Save for the Future

The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...

Read More >
Getting Married
planning I DO

5 Smart Steps When Planning for "I Do"

With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....

Read More >
Retirement
retirement phases

The Phases of Retirement

For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...

Read More >
Retirement
Early Retirement Public Employees

9 Risk Factors To An Earlier Retirement for Public Employees

Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...

Read More >
Starting a New Job
small business funding

Funding Considerations for those Starting a Small Business

The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...

Read More >
Starting a Family
medicare

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 >
Credit Repair
indebted

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)...

Read More >
Losing a Loved One
important letter

The Most Important Letter You May Ever Write

A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...

Read More >
Estate Planning
Part-V

Estate-Planning-for-the-Middle-Class-Part-V

Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan.  Most people...

Read More >
Losing a Home
refinancing mortgage

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 >
Savings
saving strategy

The Saving Strategy

Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...

Read More >
saving on taxes
Tax Tips Business

Year-Round Tax Tips for Business Owners

Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...

Read More >
Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

Read More >
Investment
Connecting Money

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 >
Divorce
Divorce Planning

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...

Read More >
Investment
Management firm

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...

Read More >
Estate Planning
Children Documents

Do Young Adult Children Need Estate Planning Documents

Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...

Read More >
Saving on Taxes
Year End Part two

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...

Read More >
Retirement
losing your job

Considerations for Your 401(k) if You Lose Your Job

There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...

Read More >
Investment
mission

Calling All Troops! What is Your Mission?

What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...

Read More >
College
student finances

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...

Read More >
Investment
insurance broker

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 >
Starting a Family
expecting parents

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 >
Investment
behavioral biases

Know Your Enemy Cognitive Behavioral Biases

You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...

Read More >
Load More...