Family Taxation
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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Planning For Uncertainty
For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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Why Invest in the Roth IRA
Roth IRA! Roth IRA! Roth IRA! I am sure you have never heard that pep rally cheer at any program you have gone to. But then again, most times...
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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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If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
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Is a Geriatric Care Manager Right for You or a Loved One
For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...
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Financial Matters Following a Loved Ones Death
Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...
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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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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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Five Reasons to Keep Your Life Insurance During Retirement
When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...
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What is Financial Planning?
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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Financial Planning Insights for International Divorce
Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
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Consumer Financial Protection Bureau Puts Consumers First
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
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Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Top Ways You Can Prevent Ident Identity Theft
Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...
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Invest in Your Company Stock Like an Executive
Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...
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Headlines vs Markets
The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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How to Select an Insurance Broker
Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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Estate Planning for the Middle Class - Part III
Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...
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Money Matters for College Bound Children
How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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Planning for Retirement in Today’s World
Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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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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Holiday Entertaining on a Sensible Budget
What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...
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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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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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Why Free Things Can Wind Up Costing You
When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...
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Make Time for a Mid-Year Financial Checkup
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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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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Connecting Your Money with Your Life
So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...
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7 Signs It’s Time to Retire
Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...
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