"Start-itis"
Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...
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The Dollars and Cents of Adoption
Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...
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Leaving a Legacy An Everyman’s Guide to Estate Planning
It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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Retirement Income Tax Strategies
There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
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How A Six Year Old Saves For Retirement
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
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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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Make Sure Your Travel Insurance is a Real Safety Net
Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...
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Matrimonial Bliss - Pros and Cons of Merging Your Finances
Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
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The Perfect Storm Divorcing Baby Boomers
As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...
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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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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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Need to Teach Young Kids about Money - Try These Ideas
If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...
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How Do Options Work?
What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...
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8 Things to Consider about Disability Insurance
Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...
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Avoiding Pitfalls in Estate Planning – Making it Work
Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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4 Steps Toward Good Financial Decisions
Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...
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When Should You Take Social Security
One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...
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Why Talk to a Financial Planner When You’re in Your 20s
It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...
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Teaching to Learn
You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...
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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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Ingredients for Holiday Spending Success
It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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New Federal Consumer Protection Rules – What You Should Know
On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...
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Financial Planning for Relocation During Divorce
What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...
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If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do
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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The Challenge of Saving
Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...
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Forward Thinking
A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
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Returning Military Financial Re-entry to Everyday Life
It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...
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Veteran's Day
This Monday November 12th we will recognize Veteran’s Day. As a nation, even when we cannot agree on whether or not we should participate in a...
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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,...
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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...
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