Defining Diversification
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
Read More >
How to Give Like a Billionaire
Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010. The Pledge was a way to...
Read More >
Thinking of Refinancing
While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
Read More >
Financial Planning Insights from Behavioral Finance
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
Read More >
What exactly are you paying your advisors
Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
Read More >
Personal Finance 101 for Recent College Grads
Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
Read More >
Taking Inventory of Your Marriage in Divorce
Your marriage is coming to an end. You look around and suddenly realize how do you go about deciding who gets what? Who gets the antique silver...
Read More >
Make Sure Your Travel Insurance is a Real Safety Net
Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...
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 >
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...
Read More >
5 Steps for Dealing with Recession
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
Read More >
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...
Read More >
Financial Planning for Americans Overseas
Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
Read More >
Funding Considerations for those Starting a Small Business
The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...
Read More >
How Sharpe is Your Portfolio
Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
Read More >
Matrimonial Bliss - Pros and Cons of Merging Your Finances
Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
Read More >
Financial Planning for Life
People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...
Read More >
Going to the Hospital - Prepare Financially and Medically
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,...
Read More >
The Financial Challenges of Divorce and Widowhood
As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...
Read More >
Keeping What You Make-Managing Taxes Owed on Income Received
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
Read More >
Determine if You’re Ready to Start Investing
Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...
Read More >
Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning
When two people with kids decide to get married, the emotional side of the equation is already complicated. How will the kids get along under...
Read More >
Financial Planning The Purpose and Benefits
Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...
Read More >
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...
Read More >
Top Ways You Can Prevent Ident Identity Theft
Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...
Read More >
Applying for Financial Aid - A Quick FAFSA Primer
Financial aid is a broad term that covers financial help through the college your child attends. Financial aid includes merit and needs-based...
Read More >
Divorce Across Borders
Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
Read More >
Holiday Entertaining on a Sensible Budget
What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...
Read More >
Financial Strategies for a Retirement Savings Deficit
As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...
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 >
View List of
Financial Planners