Financial Matters Following a Loved Ones Death
Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
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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 Owning Rental Properties and Stocks Can Be Similar
In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
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Liability-driven Individual Retirement Planning
A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...
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Tips to Take Your International Travel Dollar Further
Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...
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Creating Your First Budget
Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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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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How to Buy Commodities
You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...
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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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Protect Yourself Against Identity Theft
Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
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Choice Overload and Analysis Paralysis
Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...
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Insiders Guide to Finding a Financial Planner
“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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Nest Egg Knowhow: Income Planning for Retirement
It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
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Should I Play The Lottery
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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The Hunt for a Better Bank Account
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
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The Challenge of Saving
Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...
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The Financial Planning Balancing Act for Women
A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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October Means Open Enrollment
Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
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Health Care Shock Creates Debt - The Plan to Pay It Down
The Problem/GoalAmericans plan for many things. We plan our vacations, we plan our retirements, we plan our weekends. But very few Americans...
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Elder Financial Abuse and You
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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A Single Mom's Plan to Restore Her Finances
The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Factors in Selecting a Power of Attorney Holder
When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
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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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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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Is a Geriatric Care Manager Right for You or a Loved One
For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...
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Stress Test Your Financial Health
Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...
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7 Steps to Take When Creating a Disaster Plan
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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6 Steps for Student Savings
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
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A Guide to Employee Benefits for the Recent College Graduate
If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...
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