Who's Preparing Your Tax Return?
For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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What Is Your Savings Strategy?
It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
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Planning for a Financially Secure Marriage
Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...
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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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Coming Of Age Retirement Age
As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...
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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...
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The Hidden Debt
It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...
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A Couple's Plan to Fix Their Financial Situation
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
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Life Changes That Affect Your Insurance Plans
Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...
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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,...
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How to Improve Poor Credit
If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...
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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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Year of the Dragon Financial Makeover
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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Buffering Up Your Resume – Tips from Financial Planners
Last Updated: June 20, 2011 "When one door...
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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...
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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...
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Education Funding Before During and After College
The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...
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Getting Ready for the New Cost-Basis Regulations
One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...
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Is This Wall Street or Las Vegas Blvd.
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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Financial Planning for Launching a Small Business
Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...
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Availability Bias Don’t Rely on Heuristic Decision Making
Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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Before the Eulogy
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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20 Financial Planning Questions That You Need an Answer To!
Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...
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Tax Issues and Divorce Financial Planning Considerations
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...
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How to Provide Financial Security for Loved Ones
One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
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Consumer Financial Protection Bureau Puts Consumers First
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
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Planning For Uncertainty
For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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Financial Planning Be Part of Your Wedding Preparation
The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...
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October: A Trick or Treat for Investors
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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Shopping for a Mortgage
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
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