9 Ways to Keep Holiday Spending Under Control
As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...
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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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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...
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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...
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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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A Guide for Graduates and Their Parents
Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...
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Losing Your Inheritance to Uncle Sam - or Others
Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
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Savings Options in a Low-Interest Rate Environment
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Be Wise at Work - Use Open Enrollment to Your Benefit
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...
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How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!
The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...
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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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What if You Had Stayed the Course?
As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...
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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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The Transition from College to Employment – A Checklist
The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...
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Its Never Too Late (Well, Almost Never)
Saving for retirement, or whatever you choose to call your post-earning years, is something that everyone should plan for. You can’t start too...
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Financial Planning Matters for Tackling a Divorce Settlement
Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual and...
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There's An App for That
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
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No Substitute
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
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What is Financial Planning?
I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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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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Why Invest in the Roth IRA
Roth IRA! Roth IRA! Roth IRA! I am sure you have never heard that pep rally cheer at any program you have gone to. But then again, most times...
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What to Invest In Today
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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When Investing Isn't
I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
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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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Thinking of Refinancing
While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
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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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Tried and True Tips to Lower Your Tax Tab
Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...
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Factors in Selecting a Power of Attorney Holder
When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
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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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