Losing Your Inheritance to Uncle Sam - or Others
Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
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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...
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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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Retirement Base Income Vehicles
By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...
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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...
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How to Select an Insurance Broker
Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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The Power of Your Beneficiary Election
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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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...
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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...
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But What If You Can’t Work?
I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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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...
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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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Your First Job — The First Great Move
New college graduates will be entering the workforce this summer with plenty of excitement – and plenty of debt. Though your first job is...
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Considerations for Your 401(k) if You Lose Your Job
There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...
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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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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...
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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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Thinking Out Loud About Long Term Care
A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...
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Tax Reform – What is Fair?
Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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How to Buy Commodities
You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...
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Planning a Post-retirement Move Back to the Workplace
There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...
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A Cautionary Tale Protect Yourself from Identity Theft
The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...
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A Single Mom's Plan to Restore Her Finances
The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...
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Relocating With Children After Divorce
In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
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Strategies For Addressing The Long Term Care Challenge
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...
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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,...
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Nest Egg Knowhow: Income Planning for Retirement
It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
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Why Free Things Can Wind Up Costing You
When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...
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Should You Move When You Retire
After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...
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Make Time for a Mid-Year Financial Checkup
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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