In the Coming Months and Beyond
Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...
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Retirement Preparation to Live Comfortably Later
Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...
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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...
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Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
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Will You Teach One Financial Lesson?
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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8 Major Retirement Blunders
It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....
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Year End Tax Planning - Part Two - Business
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
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Money Resolutions
We are getting toward that time of the year again where we start to reflect on the events of the past year and look forward to the...
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What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
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Launching a Business: A Financial Guide
The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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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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RMD Time: Handling Retirement Account Distributions
Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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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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Divorce and Your Special Needs Child
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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Investing For College — Investment Choices
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...
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College Math: 12 Tactics to Get the Most Financial Aid
The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
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Poor Credit Affects Your Ability to Plan
Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...
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Investment Abuse Part 2 How to Take Action if Youre a Victim
Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
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Avoiding Pitfalls in Estate Planning – Making it Work
Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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How to Minimize Anxiety as You Approach Retirement
By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...
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Financial Planning & Adoption
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
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If a Friend Needs Financial Help Do It the Right Way
There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...
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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...
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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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Top 10 Reasons I'm Thankful
I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...
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Overcoming Fear to Find Bargains
Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...
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Are you an Investor or Speculator?
How can you tell if you are you an investor or a speculator? Many casual investors buy stocks and assume they are investing, but in reality,...
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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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Top 5 Reasons Why Women Face More Risk in Retirement
It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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It Starts With One Good Decision
We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...
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