Know Your Enemy Cognitive Behavioral Biases
You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...
Read More >4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
Read More >Assessing Your Own Retirement Readiness
Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...
Read More >Planning a Post-retirement Move Back to the Workplace
There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...
Read More >New Federal Consumer Protection Rules – What You Should Know
On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...
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 >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 >The Home Stretch - Your 50s and 60s
Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
Read More >9 Ways to Keep Holiday Spending Under Control
As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...
Read More >6 Tips for a Better Financial Future
Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...
Read More >Is This Wall Street or Las Vegas Blvd.
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
Read More >When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
Read More >5 Factors to Consider: Selecting a Wealth Management Firm
As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
Read More >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 >Fiduciary vs. Suitability – Which standard is best
The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...
Read More >Planning Your Digital Estate
A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...
Read More >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...
Read More >Choice Overload and Analysis Paralysis
Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...
Read More >Beneficiaries and Inheriting a Retirement Account
As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
Read More >Checklist for Parents Retirement Planning
When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...
Read More >Calling All Troops! What is Your Mission?
What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...
Read More >Financial Planning for Launching a Small Business
Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...
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 >5 Common Retirement Planning Mistakes (And How To Fix Them)
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
Read More >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...
Read More >Tax Reform – What is Fair?
Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
Read More >The Retirement Journey Stay on Course
Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...
Read More >Working on It - Your 30s Through Your 40s
It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
Read More >Year of the Dragon Financial Makeover
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
Read More >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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