A Simple Strategy for a Retirement Paycheck
Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...
Read More >
Is Your 401(k) the Best Place to Invest
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...
Read More >
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...
Read More >
Protecting Your Bond Investments from a Downturn
If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...
Read More >
What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
Read More >
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....
Read More >
Consumer Financial Protection Bureau Puts Consumers First
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
Read More >
How to Pay for College
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
The Transition from College to Employment – A Checklist
The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...
Read More >
A New Baby Checklist for the New Year
I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...
Read More >
It Starts With One Good Decision
We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...
Read More >
Be Wise at Work - Use Open Enrollment to Your Benefit
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...
Read More >
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...
Read More >
Year End Tax Planning - Part Two - Business
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
Read More >
Everything is Fine, Just Don't Ever Die
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
Read More >
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...
Read More >
Fighting ID Theft-Protecting Information In The Real and Virtual Worlds
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
Read More >
Preferred Stock Basics
Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...
Read More >
Are You All Set?
Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
Read More >
Navigating the Social Security Waters
The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...
Read More >
As Open Enrollment Approaches, Do a Benefit Checkup
With the pressures we face on the job, very few of us think about reviewing every benefit we get from our employers – unless something goes...
Read More >
How to Avoid a Ponzi Scheme Lessons from the Madoff Fraud
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...
Read More >
Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
Read More >
Veteran's Day
This Monday November 12th we will recognize Veteran’s Day. As a nation, even when we cannot agree on whether or not we should participate in a...
Read More >
Charitably Inclined?
As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
Read More >
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...
Read More >
Location, location, location
You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...
Read More >
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...
Read More >
Don’t Forget to Audit Your Beneficiary Designations
In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
Read More >
Preserving the Purchasing Power of Your Money For Retirement
Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...
Read More >
View List of
Financial Planners