Estate Planning for the Middle Class-Part II
Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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REITs 101 What You Need to Know About Real Estate Investment Trusts
What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...
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Leaving a Legacy An Everyman’s Guide to Estate Planning
It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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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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Retirement Fire Drill
If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....
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Mind Your Own Business Planning Tips for a Smooth Start-Up
It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...
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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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What is This New Schedule D Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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Applying for Financial Aid A Quick FAFSA Primer
With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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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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Do You Have a Self-Investment Plan
The beginning of the year is a good time to think about how you'll handle your financial investments, but it's also a good time to consider how...
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Plan for a Sudden Serious Illness or Death in the Family
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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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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The Fiscal Side to Staying Fit
I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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Bringing Health Care Issues into Financial Planning
Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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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...
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College for Working Adults Financing the Dream
About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
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The Most Important Letter You May Ever Write
A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...
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I've Maxed Out My Retirement Plan... What Next?
First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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Tax Reform – What is Fair?
Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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Divorce and Your Special Needs Child
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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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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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...
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Five Reasons to Keep Your Life Insurance During Retirement
When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...
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Top 5 Financial Challenges Facing Business Owners
As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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What Divorce Planning Insights Should You Know About
The costs of raising your child from birth to the age of maturity in your state have become increasingly more expensive, with estimates of...
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Putting a Plan Into Place
Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
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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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