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...
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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...
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Young Consumers Detect Foul Play
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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The Financial Planning Balancing Act for Women
A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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Whole Life and Term Insurance
Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do...
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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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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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The Perfect Storm Divorcing Baby Boomers
As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...
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4 Ways to Use Your Tax Refund
Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...
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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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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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Retirement Base Income Vehicles
By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...
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Defining Diversification
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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The Biggest Financial Mistake People Make
Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...
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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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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...
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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...
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What if College Isn't the Answer?
A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...
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Availability Bias Don’t Rely on Heuristic Decision Making
Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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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...
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Applying for Financial Aid - A Quick FAFSA Primer
Financial aid is a broad term that covers financial help through the college your child attends. Financial aid includes merit and needs-based...
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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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Financial Parenting for Young Adults
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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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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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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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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Estate Planning for the Middle Class-Part I
Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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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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When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
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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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