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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Will You Teach One Financial Lesson?
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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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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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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Caring For Aging Parents
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...
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Buffering Up Your Resume – Tips from Financial Planners
Last Updated: June 20, 2011 "When one door...
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My Divorce is Finalized. Now What?
Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
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Financial Planning for Relocation During Divorce
What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...
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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...
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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...
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Money Matters for College Bound Children
How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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Keeping Score - Competitive Financial Relationships
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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Prepaid Cards Get a Look From the Consumer Protection Bureau
In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
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Retirement Planning Insights for Divorcing Baby Boomers
As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...
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Consider This Before Holiday Spending
“We have been persuaded to……Spend money we don’t haveOn things we don’t needTo create i...
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Financial Skills and Children Leaving for College
Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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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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Planning Your Retirement Journey
Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...
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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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Divorce Across Borders
Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
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Investments
A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...
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The Promise and Peril of New Year Money Resolutions
As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a...
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Retire Your Debt
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
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Funding Your Child's College Education
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
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Launching a Business: A Financial Guide
The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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Financial Confidence in Retirement
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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Planning for a Financially Secure Marriage
Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...
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8 Things to Consider about Disability Insurance
Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...
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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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In the Coming Months and Beyond
Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...
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