Thinking of Refinancing
While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
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A Suitable Divorce Resolution Option for Your Family
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...
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To Our Military Members: Protect Your Financial Future
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...
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The Most Important Letter You May Ever Write
A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...
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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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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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The Saving Strategy
Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...
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8 Major Retirement Blunders
It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....
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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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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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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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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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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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What to Invest In Today
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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Consider This Before Holiday Spending
“We have been persuaded to……Spend money we don’t haveOn things we don’t needTo create i...
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Surviving the Grocery Store Maze
For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...
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Retirement and Taxes
As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
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My Brain Made Me Do It
How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
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Mutual Accountability
We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
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A Credit Check-up
Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...
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How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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WhatisFinancialPlanning
I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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9 Risk Factors To An Earlier Retirement for Public Employees
Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...
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What is This New Schedule D Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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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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Retirement Math - How $200 May Be Translated to $66391
Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
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To Buy or Rent
Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...
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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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If a Friend Needs Financial Help Do It the Right Way
There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...
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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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