Headlines vs Markets
The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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The College Funding Surprise
Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...
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Retirement Savings Plans for the Self-employed
Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...
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Before the Eulogy
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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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...
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Overcoming Fear to Find Bargains
Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...
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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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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 Planning for First-Time Homebuyers
You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...
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Choosing Your Retirement Health Coverage
If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...
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Financial Resolutions With Huge Fringe Benefits
Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to...
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Take Charge of Your Financial Literacy
As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
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How to Break the Paycheck-to-Paycheck Treadmill
Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
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Family Taxation
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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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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Year-Round Tax Tips for Business Owners
Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...
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Your Credit Score: Knowing Whats Behind the Number
Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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Hindsight Bias The Reason Hindsight is 2020
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
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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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Covering Your Bases on a Military Budget
Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...
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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...
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Five Financial Resolutions for a Prosperous New Year
You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...
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RMD Time: Handling Retirement Account Distributions
Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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8 Major Retirement Blunders
It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....
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Year of the Dragon Financial Makeover
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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Money Resolutions
We are getting toward that time of the year again where we start to reflect on the events of the past year and look forward to the...
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Financial Planning Insights for International Divorce
Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
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Putting a Plan Into Place
Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...
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Indebted Now What
It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...
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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...
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