Investment

Financial Planning for Life

People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...

Read More >
Savings
Paper Bonds

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 >
Investment
Better bank

The Hunt for a Better Bank Account

The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...

Read More >
College
Graduates Footing

4 Ways for Graduates to Get onto Sound Financial Footing

As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...

Read More >
Investment
stock and rental property

How Owning Rental Properties and Stocks Can Be Similar

In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...

Read More >
Savings
Party on a Budget

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 >
College
Funding surprise

The College Funding Surprise

Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...

Read More >
Divorce
Divorce Mediation

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...

Read More >
Divorce
special needs child

Divorce and Your Special Needs Child

There are few challenges more difficult than going through divorce and having a special needs child.  As a divorced, single parent of a...

Read More >
Investment
Insider Guide

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 >
Estate Planning
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust: A Useful Estate Planning Tool

"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...

Read More >
Divorce
Retirement benefits

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...

Read More >
Serving in the Military
FinancialFuture

To Our Military Members: Protect Your Financial Future

My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...

Read More >
Insurance
Open Enrollment

October Means Open Enrollment

Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...

Read More >
Preparing for Disaster
Disaster prep

Casualty Losses and Disaster Preparedness

For those living on the Eastern seaboard still cleaning up from Hurricane Sandy, we at the Financial Planning Association, wish you and yours...

Read More >
Saving on Taxes
return due

Wow, My Tax Return is Due April 17!

“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...

Read More >
Investment
Im Thankful

Top 10 Reasons I'm Thankful

I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...

Read More >
College
paying for college

How to Pay for College

It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...

Read More >
Credit Repair
Lowering Debt

Retire Your Debt

It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...

Read More >
Divorce
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

Read More >
Buying a Home
Real estate

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 >
Investment
investing stocks

Dont Just Buy What You Know

Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...

Read More >
College
The Dream

College for Working Adults Financing the Dream

About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...

Read More >
Investment
Stayed Course

What if You Had Stayed the Course?

As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...

Read More >
Retirement
Prioritizing Retirement Decisions

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
divorced baby boomers

Retirement Planning Insights for Divorcing Baby Boomers

As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...

Read More >
Investment
Management firm

5 Factors to Consider: Selecting a Wealth Management Firm

As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...

Read More >
Retirement
Retirement plans

Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success

A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...

Read More >
Credit Repair
cut your debt

10 Ways to Cut Your Debt Now

For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...

Read More >
Load More...