Financial Emergencies — Going to the Hospital
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders — get your financial orders in place,...
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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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5 Steps for Dealing with Recession
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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Where the Heck is Easy Street?
From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...
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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...
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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...
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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...
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“You May Delay but Time Will Not”
Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...
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The Advantages of Divorce Mediation
As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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Financial Stress of Supporting Parents AND Children
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
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The European Union Blues
When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...
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Credit Card Guide — Using Credit Cards
To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...
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Are You All Set?
Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
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Get Off the Roller Coaster
The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...
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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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Young Investors Key to Beating the Market
Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued companies....
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REITs 101 What You Need to Know About Real Estate Investment Trusts
What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...
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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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Time For Your Free Upgrade
It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
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Weddings on a Budget A Plan to Pay for the Big Day
Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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Important Dates for Your 2012 Calendar
Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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Factors in Selecting a Power of Attorney Holder
When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
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Save with a Sound Financial Plan
Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...
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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...
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Learn 12 Good Money Habits to Start on the Right Path
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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A Simple Strategy for a Retirement Paycheck
Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...
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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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Thinking About a Tax Refund Loan?
The formal name is refund anticipation loans, or RALs. They're marketed primarily to cash-poor taxpayers who use their annual federal and...
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What If I’m Wrong
If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
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Elder Financial Abuse and You
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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