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...
Read More >
Financial Planning for Americans Overseas
Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
Read More >
8 Ways to Gain an Extra Tax Edge
The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
How to Throw a Fabulous Holiday Party on a Budget
I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...
Read More >
Getting a Divorce Financially Prepare Yourself
Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...
Read More >
Buffering Up Your Resume – Tips from Financial Planners
Last Updated: June 20, 2011 "When one door...
Read More >
The European Union Blues
When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...
Read More >
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...
Read More >
Where the Heck is Easy Street?
From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...
Read More >
Shopping for a Mortgage
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
Read More >
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...
Read More >
Time For Your Free Upgrade
It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...
Read More >
Determine if You’re Ready to Start Investing
Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...
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 >
How to Pay for College
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
Read More >
Choosing Your Retirement Health Coverage
If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...
Read More >
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 >
Teach Your Children About Finances
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
Read More >
Surviving the Grocery Store Maze
For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...
Read More >
Our Desire to Get Rich - Quick
Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
Read More >
Financial Emergencies — Going to the Hospital
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders — get your financial orders in place,...
Read More >
Estate Plan — Estate Planning Information — Why You Need an Estate Plan
Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...
Read More >
How the Fed Sets Interest Rates
The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...
Read More >
No Substitute
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
Read More >
Base Rate Neglect Help Yourself by Knowing the Odds
Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...
Read More >
Financial Planning for Life
People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...
Read More >
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...
Read More >
View List of
Financial Planners