Should You Buy Long-term Care Insurance
For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...
Read More >
Before the Eulogy
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
Read More >
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...
Read More >
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...
Read More >
Consider This Before Holiday Spending
“We have been persuaded to……Spend money we don’t haveOn things we don’t needTo create i...
Read More >
Base Rate Neglect Help Yourself by Knowing the Odds
Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...
Read More >
What Should I Be Saving: Part 3
This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
Read More >
Ingredients for Holiday Spending Success
It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
Read More >
Valentines Day A Money Quiz for You and Your Sweetheart
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
Read More >
Initial Public Offerings Historical Returns
You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...
Read More >
The Hunt for a Better Bank Account
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
Read More >
How to Throw a Fabulous Holiday Party on a Budget
I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...
Read More >
Are Alternative Investments Right for You?
If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longe...
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 for Americans Overseas
Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
Read More >
Invest in Your Company Stock Like an Executive
Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...
Read More >
Is Your 401(k) the Best Place to Invest
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...
Read More >
Setting SMART Goals
How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...
Read More >
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...
Read More >
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...
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 >
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 >
Save with a Sound Financial Plan
Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...
Read More >
Availability Bias Don’t Rely on Heuristic Decision Making
Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
Read More >
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 >
Protecting Your Most Important Asset
What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...
Read More >
4 Ways to Use Your Tax Refund
Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...
Read More >
Dont Pay-Off Your Student Loans
If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...
Read More >
The Real Cost of Paper US Savings Bonds
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
Personal Finance 101 for Recent College Grads
Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
Read More >
View List of
Financial Planners