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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New Federal Consumer Protection Rules – What You Should Know
On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...
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I am Married - What is My Filing Status
It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...
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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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This Holiday Season, Ignore the Relatives
'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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Maximizing Your Time in Retirement
Time is money, as the old saying goes. If this is true, you may never be so wealthy (in time at least) as you are during retirement. Gone are...
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How to Survive Financially after a Job Loss
You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
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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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Planning Your Retirement Journey
Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...
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Consider This Before Holiday Spending
“We have been persuaded to……Spend money we don’t haveOn things we don’t needTo create i...
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College Math: 12 Tactics to Get the Most Financial Aid
The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
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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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Spousal Lifetime Access Trust: A Useful Estate Planning Tool
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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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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A Couple's Plan to Fix Their Financial Situation
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
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Whole Life and Term Insurance
Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do...
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Do Young Adult Children Need Estate Planning Documents
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...
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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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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 Preparation to Live Comfortably Later
Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...
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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 “...
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Avoiding Pitfalls in Estate Planning – Making it Work
Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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Estate Planning for the Middle Class-Part IV
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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Assessing Your Retirement Benefits During Divorce
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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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...
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Emergency Cash Reserves-Unloved Yet Necessary
I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...
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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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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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Is Your Home Insurance Coverage Adequate
As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...
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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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