Teaching to Learn
You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...
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10 Ways to Cut Energy Costs
Winter is fast approaching. And that means it's time to examine the many ways you can conserve energy and cut costs. Below is a checklist of...
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Flexible Spending Account Changes Looming
What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...
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Videos of The 6 Biggest Financial Planning Problems
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
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Financial Planning for Your Family’s Well-being
As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...
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Invest in Yourself to Make Your Prospects Brighter
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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Thinking about an Ethical Will
When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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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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6 Tips for a Better Financial Future
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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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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Ready, Set, Save
In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...
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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,...
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How to Improve Poor Credit
If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...
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Financial Planning for New Parents
Dramatic changes in one's life often require a reassessment of one's personal finances. And few events have a more profound impact on one's...
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Financial Parenting for Young Adults
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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Prepaid Cards Get a Look From the Consumer Protection Bureau
In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
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Should You Buy Long-term Care Insurance
For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...
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Financial Skills and Children Leaving for College
Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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Top 5 Reasons Why Women Face More Risk in Retirement
It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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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...
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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...
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So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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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...
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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...
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Creating an After-Divorce Action Plan
The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...
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Ingredients for Holiday Spending Success
It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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Our Desire to Get Rich - Quick
Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
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Surviving the Grocery Store Maze
For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...
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