Young Consumers Detect Foul Play
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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Checklist for Year-End Planning
I recently attended a large public seminar that focused on educating consumers about the value of financial planning. The headliner of the...
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Important Dates for Your 2012 Calendar
Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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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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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...
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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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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...
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4 Steps Toward Good Financial Decisions
Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...
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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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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...
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How to Provide Financial Security for Loved Ones
One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
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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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Finding Support to Keep Your Resolutions
Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...
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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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Im Planning to Bounce My Last Check
Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....
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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...
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Put Your Finances on a Diet: 8 Ways to Be a Better Saver
Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...
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Retirement Savings Plans for the Self-employed
Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...
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The Emotional Pitfalls of Selling Stocks
Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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Our Desire to Get Rich - Quick
Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Relocating With Children After Divorce
In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
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What Is Your Savings Strategy?
It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
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Sometimes It Doesn't Work Out - Finances in Divorce
It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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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 Select an Insurance Broker
Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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Time For Your Free Upgrade
It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
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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...
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A Suitable Divorce Resolution Option for Your Family
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...
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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...
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Thinking about an Ethical Will
When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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