Keeping Score - Competitive Financial Relationships
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
Read More >How Do Options Work?
What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...
Read More >Planning Basics for New and Expecting Parents
Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...
Read More >Prioritizing Retirement Decisions
Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
Read More >Divorce and Estate Planning for Future Blended Families
Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...
Read More >Wealth Planning and Protection Strategies for Your Family
How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...
Read More >Traditional or Roth IRA? Choosing a Retirement Plan
Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...
Read More >This Valentine's Day Get Rid of Loser Money Habits
Last year’s Valentine’s Day blog was about how to not break the ba...
Read More >Homeowner’s Insurance Checklist
Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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 >Are Alternative Investments Right for You?
If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longe...
Read More >In Case of Emergency... Can You Help Your College Student?
Believe it or not, the summer is more than half over for most students across the U.S. Whether for the first time or a return engagement, that...
Read More >Your Personal Debt Ceiling Crisis
It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...
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 >The Home Stretch - Your 50s and 60s
Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
Read More >Estate Planning for the Middle Class-Part II
Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
Read More >5 Common Retirement Planning Mistakes (And How To Fix Them)
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
Read More >Is Real Estate a Good Investment Today
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
Read More >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 be Smarter About Buying Cars
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
Read More >Is This Wall Street or Las Vegas Blvd.
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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 >The Most Important Letter You May Ever Write
A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...
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 >When Should You Take Social Security
One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...
Read More >Shopping for a Mortgage
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
Read More >What Common QDRO Mistakes Should You Avoid in Your Divorce
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
Read More >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...
Read More >Acing Financial Life Skills in Your 20s and 30s
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
Read More >Avoid Retirement Fail Strategies for the Under 40 Worker
It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...
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