Fighting ID Theft-Protecting Information In The Real and Virtual Worlds
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
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Retrain Your Brain for Financial Success
The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...
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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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7 Signs It’s Time to Retire
Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...
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Snowflakes
I’m not a very sappy person, which is to say I don’t typically wear my emotions on my sleeve. But upon some recent reflection and experiences...
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Do Young Adult Children Need Estate Planning Documents
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...
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6 Ways to be a Financially Smart Sweetheart
With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...
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Planning for an 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 primary breadwinner dies, what...
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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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Tips to Take Your International Travel Dollar Further
Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...
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What if College Isn't the Answer?
A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...
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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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Remarriage During Divorce and Estate Planning Complications
Looking beyond divorce is both hopeful and encouraging. Planning for a fresh start may include building and forging new family bonds with...
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Funding Your Child's College Education
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
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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...
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Make Estate Plans to Benefit Yourself and Your Loved Ones
Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...
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How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!
The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...
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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...
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Homeowner’s Insurance Checklist
Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
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Invest Outside the Box
Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...
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Year End Tax Planning - Part Two - Business
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
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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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Financial Planning Insights from Behavioral Finance
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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Planning Basics for New and Expecting Parents
Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...
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Health Care Reform and You
The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....
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6 Tips for a Better Financial Future
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
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Is Your 401(k) the Best Place to Invest
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...
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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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Why Im Thankful for Financial Planning
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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