Estate Planning
sudden illness

Plan for a Sudden Serious Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...

Read More >
Investment
Retirement Math

Retirement Math - How $200 May Be Translated to $66391

Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...

Read More >
Divorce
Divorce Planning

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...

Read More >
Buying a Home
Renovations in a Down Home Market

Be Smart about Renovations in a Down Home Market

It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...

Read More >
Savings
Same Sex Couple’s Plan

A Same Sex Couple’s Plan to Save for the Future

The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...

Read More >
Insurance
Flexible Spending

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...

Read More >
Investment
invest in your future

Determine if You’re Ready to Start Investing

Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...

Read More >
Investment
insurance broker

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...

Read More >
Credit Repair
Personal Debt Ceiling Crisis

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,...

Read More >
Caring for a Loved One
financial help

If a Friend Needs Financial Help Do It the Right Way

There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...

Read More >
Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

Read More >
Investment
under 40 worker

Avoid Retirement Fail Strategies for the Under 40 Worker

It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...

Read More >
retirement
Retirement Income

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...

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 >
Investment
Easy Street

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...

Read More >
retirement
Retirement Deficit

Financial Strategies for a Retirement Savings Deficit

As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...

Read More >
Retirement
Retirement Preperation

Retirement Preparation to Live Comfortably Later

Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...

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 >
Estate Planning
Estate Planning

Additional Estate Planning Tools

You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...

Read More >
Losing a Loved One
Financial Matters Following a Loved Ones Death

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...

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 >
Investment
new years resolutions

New Year Resolutions Financial Planning

One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...

Read More >
Investment
Questions Answered

Get Your Questions Answered

Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...

Read More >
Investment
Valentines day

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

Read More >
Retirement
Financial Confidence in Retirement

Financial Confidence in Retirement

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

Read More >
College
most financial aid

College Math: 12 Tactics to Get the Most Financial Aid

The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....

Read More >
Investment
Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...

Read More >
Investment
financial planning

Financial Planning The Purpose and Benefits

Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...

Read More >
Losing a Loved One
dcotors orders

Going to the Hospital - Prepare Financially and Medically

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,...

Read More >
Estate Planning
Part II

Estate Planning for the Middle Class-Part II

Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies,  it is often the simplest items that are...

Read More >
Load More...