Financial Planning for Life
People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...
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The Real Cost of Paper US Savings Bonds
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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The Hunt for a Better Bank Account
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
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4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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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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How to Throw a Fabulous Holiday Party on a Budget
I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...
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The College Funding Surprise
Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...
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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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Divorce and Your Special Needs Child
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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Insiders Guide to Finding a Financial Planner
“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...
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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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Assessing Your Retirement Benefits During Divorce
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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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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October Means Open Enrollment
Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
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Casualty Losses and Disaster Preparedness
For those living on the Eastern seaboard still cleaning up from Hurricane Sandy, we at the Financial Planning Association, wish you and yours...
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Wow, My Tax Return is Due April 17!
“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...
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Top 10 Reasons I'm Thankful
I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...
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How to Pay for College
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Retire Your Debt
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
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The Financial Challenges of Divorce and Widowhood
As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...
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Is Real Estate a Good Investment Today
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
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Dont Just Buy What You Know
Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
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College for Working Adults Financing the Dream
About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
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What if You Had Stayed the Course?
As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...
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Prioritizing Retirement Decisions
Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
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Retirement Planning Insights for Divorcing Baby Boomers
As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...
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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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Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success
A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...
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10 Ways to Cut Your Debt Now
For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...
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