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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This Valentine's Day Get Rid of Loser Money Habits
Last year’s Valentine’s Day blog was about how to not break the ba...
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MIGHT BE : Credit Counseling Services
Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
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Getting Ready for the New Cost-Basis Regulations
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...
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When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
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Education Funding Before During and After College
The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...
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Financial Emergencies — Going to the Hospital
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders — get your financial orders in place,...
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Additional Estate Planning Tools
You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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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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New Year Resolutions Financial Planning
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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The Power of Your Beneficiary Election
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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Wow, My Tax Return is Due April 17!
“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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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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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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The Hidden Debt
It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...
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Need to Teach Young Kids about Money - Try These Ideas
If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...
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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...
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Assessing Your Own Retirement Readiness
Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...
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Connecting Your Money with Your Life
So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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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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Retirement Math - How $200 May Be Translated to $66391
Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
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Dividing the Nest Egg in Divorce
Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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The Biggest Financial Mistake People Make
Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...
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A Financial Primer for the Contemporary American Household
In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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The Fear and Pain of Going Against the Crowd
It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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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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Investing For College — Investment Choices
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...
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4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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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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