Beneficiaries and Inheriting a Retirement Account
As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
Read More >How to Minimize Anxiety as You Approach Retirement
By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...
Read More >The Best House for your Money
When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...
Read More >Just Married - Financial Planning for Newlyweds
Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...
Read More >The Reality of Compound Returns
Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...
Read More >The Hidden Debt
It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...
Read More >The 'Last' Estate Plan
Now that you have diligently and thoroughly thought out your estate plans and have visited your attorney to legally document those estate plans...
Read More >Additional Estate Planning Tools
You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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 >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,...
Read More >Financial Planning for Your Special Needs Family in Divorce
With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...
Read More >9 Ways to Keep Holiday Spending Under Control
As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...
Read More >A Diversified Approach to Investing in Commodities
If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...
Read More >A Financial Primer for the Contemporary American Household
In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
Read More >Calling All Troops! What is Your Mission?
What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...
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 >Retirement Base Income Vehicles
By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...
Read More >Financial Planning & Adoption
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
Read More >Protecting Your Most Important Asset
What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...
Read More >Save with a Sound Financial Plan
Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...
Read More >Estate-Planning-for-the-Middle-Class-Part-V
Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan. Most people...
Read More >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....
Read More >How to Provide Financial Security for Loved Ones
One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
Read More >Working on It - Your 30s Through Your 40s
It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
Read More >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...
Read More >A Family’s Plan to Become Debt Free
The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...
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 >Checklist for Parents Retirement Planning
When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...
Read More >What if College Isn't the Answer?
A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...
Read More >Getting a Divorce Financially Prepare Yourself
Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...
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