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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Videos of The 6 Biggest Financial Planning Problems
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
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Red White Blue…and Green Finance 101 for Military Spouses
Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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Launching a Business: A Financial Guide
The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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Do Young Adult Children Need Estate Planning Documents
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining 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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Invest in Yourself to Make Your Prospects Brighter
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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How to be Smarter About Buying Cars
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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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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Planning Basics for New and Expecting Parents
Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...
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Is It Better to Lease or Buy a Car
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
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RMD Time: Handling Retirement Account Distributions
Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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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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“You May Delay but Time Will Not”
Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...
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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...
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Before the Eulogy
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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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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Should I Own Life Insurance in Retirement
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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Credit Counseling Services
If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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There's An App for That
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
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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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The Power of Your Beneficiary Election
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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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...
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A Guide for Graduates and Their Parents
Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...
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Financial Planning for Your Family’s Well-being
As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...
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Confidence in Retirement 10 Planning Mistakes to Avoid
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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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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Make Estate Plans to Benefit Yourself and Your Loved Ones
Judging by how little estate planning Americans do, they apparently don't mind making life difficult for themselves and their loved ones.That...
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I've Maxed Out My Retirement Plan... What Next?
First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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Relocating With Children After Divorce
In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
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