Confidence in Retirement 10 Planning Mistakes to Avoid
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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Discuss Money Issues Before Catastrophe Strikes
Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...
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Get Your Questions Answered
Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...
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WhatisFinancialPlanning
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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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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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 Parenting for Young Adults
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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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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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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Top 5 Reasons Why Women Face More Risk in Retirement
It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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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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Determine if You’re Ready to Start Investing
Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...
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Young Investors Key to Beating the Market
Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued companies....
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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...
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Just Married - Financial Planning for Newlyweds
Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...
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Earn Higher Pay Without Negotiating
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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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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Estate Planning for the Middle Class-Part I
Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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If a Friend Needs Financial Help Do It the Right Way
There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...
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Retirement Income Tax Strategies
There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
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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...
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Fearful of Wall Street and Not Saving for Retirement
Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
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Credit Counseling Services
If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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Applying for Financial Aid - A Quick FAFSA Primer
Financial aid is a broad term that covers financial help through the college your child attends. Financial aid includes merit and needs-based...
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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...
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A Family’s Plan to Become Debt Free
The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...
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Tax Issues and Divorce Financial Planning Considerations
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...
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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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Life Changes That Affect Your Insurance Plans (Part 2)
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
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10 Ways to Cut Your Debt Now
For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...
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