Starting a New Job
Open Enrollment at Work

Be Wise at Work - Use Open Enrollment to Your Benefit

Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...

Read More >
Saving on Taxes
Fiscal Cliff

Paragliding Off the Fiscal Cliff

Well the fiscal cliff, much like the Mayan calendar, and much like Y2K, was just another non-event. A lot of buzz with even a lot more fizzle....

Read More >
Retirement
life insurance retirement

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...

Read More >
Savings
money resolutions

The Promise and Peril of New Year Money Resolutions

As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a...

Read More >
Investment

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...

Read More >
saving
Fringe benefits

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 >
Credit Repair
indebted

Indebted Now What

It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...

Read More >
Retirement
Audit List

Don’t Forget to Audit Your Beneficiary Designations

In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...

Read More >
Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

Read More >
Investment
Rainy Day Emergency

Ready for a Rainy Day Save for Emergencies

It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...

Read More >
Retirement
retiring

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...

Read More >
Caring for a Loved One
Disability Insurance

Disability Income Insurance Checklist

When asked the question “what is your biggest asset”, most people will say “my house” or “my retirement plan.” But the truth is that our...

Read More >
Getting Married
Financial Planning for Newlyweds

Just Married - Financial Planning for Newlyweds

Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...

Read More >
Credit Repair
Improve Poor Credit

How to Improve Poor Credit

If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...

Read More >
Investment
financial infidelity

Conquering Financial Infidelity

Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...

Read More >
Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

Read More >
Investment
Tips to Help in a Recession

5 Steps for Dealing with Recession

The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...

Read More >
Investment
Treat for Investors

October: A Trick or Treat for Investors

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...

Read More >
Caring for a Loved One
aging parents

Caring For Aging Parents

Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...

Read More >
Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

Read More >
Estate Planning
Wealth Transference Failure

Wealth Transference Failure and How to Avoid It

If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...

Read More >
Investment
Charitably Inclined

Charitably Inclined?

As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...

Read More >
Buying a Home
Home Insurance Coverage

Is Your Home Insurance Coverage Adequate

As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...

Read More >
College
Funding surprise

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...

Read More >
Retirement
self employed

Retirement Savings Plans for the Self-employed

Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...

Read More >
Divorce
tax issues and divorce

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 >
Losing a Job
new jobs

Putting a Plan Into Place

Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...

Read More >
Savings
Compound Returns

The Reality of Compound Returns

Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...

Read More >
Investment
Play The Lottery

Should I Play The Lottery

A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...

Read More >
Buying a Home
Real estate

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...

Read More >
Load More...