Thinking Out Loud About Long Term Care
A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...
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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...
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Indebted Now What
It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...
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Decisions Decisions
Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...
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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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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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The Advantages of Divorce Mediation
As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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Spousal Lifetime Access Trust: A Useful Estate Planning Tool
"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...
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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...
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A Cautionary Tale Protect Yourself from Identity Theft
The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...
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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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So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Losing Your Inheritance to Uncle Sam - or Others
Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
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Teach Your Children About Finances
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
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Be Wise at Work - Use Open Enrollment to Your Benefit
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...
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5 Smart Steps When Planning for "I Do"
With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....
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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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A Checklist for Open Enrollment
This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...
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Financial Planning for First-Time Homebuyers
You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...
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Acing Financial Life Skills in Your 20s and 30s
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
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When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
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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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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...
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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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MIGHT BE : Credit Counseling Services
Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
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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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The Fiscal Side to Staying Fit
I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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7 Steps to Take When Creating a Disaster Plan
When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...
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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...
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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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