Your Credit Score: Knowing Whats Behind the Number
Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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Beneficiaries and Inheriting a Retirement Account
As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
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Should I Play The Lottery
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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Will You Teach One Financial Lesson?
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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Retirement Considerations When Divorcing
When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...
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Should I Replace My Life Insurance Policy
Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
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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...
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Calling All Troops! What is Your Mission?
What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...
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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...
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The Retirement Journey Stay on Course
Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...
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Sometimes It Doesn't Work Out - Finances in Divorce
It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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What exactly are you paying your advisors
Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
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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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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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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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What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
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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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Earned Income - Work Required
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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Retirement Fire Drill
If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....
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Is It Better to Lease or Buy a Car
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
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What Should I Be Saving: Part 3
This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
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How to Give Like a Billionaire
Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010. The Pledge was a way to...
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Bringing Health Care Issues into Financial Planning
Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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10 Investment Blunders to Avoid
When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...
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What Records Do I Need to Keep
I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...
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Earn Higher Pay Without Negotiating
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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Creating Your First Budget
Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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Headlines vs Markets
The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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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...
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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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