What Is Your Risk Tolerance
When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...
Read More >
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...
Read More >
STAYING Fiscally Fit
I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
Read More >
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...
Read More >
How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
Read More >
Wealth Transference Failure and How to Avoid It
If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...
Read More >
Earn Higher Pay Without Negotiating
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
Read More >
How to Survive Financially after a Job Loss
You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
Read More >
The Fiscal Side to Staying Fit
I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
Read More >
Teach Your Children About Finances
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
Read More >
10 Essential Documents for Retirement
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
Read More >
Leaving a Legacy An Everyman’s Guide to Estate Planning
It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
Read More >
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...
Read More >
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,...
Read More >
This Holiday Season, Ignore the Relatives
'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
Read More >
What is This New Schedule D Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
Read More >
What To Do Financially After a Death
Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...
Read More >
What Divorce Planning Insights Should You Know About
The costs of raising your child from birth to the age of maturity in your state have become increasingly more expensive, with estimates of...
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 Real Cost of Paper US Savings Bonds
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
Read More >
In the Coming Weeks and Months
Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...
Read More >
Mind Your Own Business Planning Tips for a Smooth Start-Up
It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...
Read More >
Nine Candles or Twelve Days Of
Whatever Holiday you and your family celebrate this time of year we at the Financial Planning Association wish you a joyous Holiday Season. For...
Read More >
6 Steps for Student Savings
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
Read More >
Preserving the Purchasing Power of Your Money For Retirement
Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...
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 >
How to Throw a Fabulous Holiday Party on a Budget
I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...
Read More >
A Credit Check-up
Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...
Read More >
Life Changes That Affect Your Insurance Plans (Part 2)
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
Read More >
How the Fed Sets Interest Rates
The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...
Read More >
View List of
Financial Planners