What Common QDRO Mistakes Should You Avoid in Your Divorce
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
Read More >
Elder Financial Abuse and You
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
Read More >
The Emotional Pitfalls of Selling Stocks
Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
Read More >
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...
Read More >
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...
Read More >
Prepaid Cards Get a Look From the Consumer Protection Bureau
In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
Read More >
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...
Read More >
Financial Planning for New Parents
Dramatic changes in one's life often require a reassessment of one's personal finances. And few events have a more profound impact on one's...
Read More >
The House Decision in Divorce
To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
Read More >
Funding Your Child's College Education
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
Read More >
Are Alternative Investments Right for You?
If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longe...
Read More >
Homeowner’s Insurance Checklist
Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...
Read More >
Navigating the Social Security Waters
The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...
Read More >
How to Buy Commodities
You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...
Read More >
Financial Resolutions With Huge Fringe Benefits
Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to...
Read More >
When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
Read More >
Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
Read More >
Fighting ID Theft-Protecting Information In The Real and Virtual Worlds
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
Read More >
Tax Issues and Divorce Financial Planning Considerations
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...
Read More >
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...
Read More >
Know Your Enemy Cognitive Behavioral Biases
You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...
Read More >
Life Changes That Affect Your Insurance Plans (Part 2)
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
Read More >
Year End Tax Planning - Part Two - Business
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
Read More >
A Guide to Employee Benefits for the Recent College Graduate
If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...
Read More >
Tried and True Tips to Lower Your Tax Tab
Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...
Read More >
Financial Stress of Supporting Parents AND Children
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
Read More >
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...
Read More >
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...
Read More >
Social Security
As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
Read More >
Retirement Goals Start at the Beginning
A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...
Read More >
View List of
Financial Planners