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 >
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 >
The Most Important Letter You May Ever Write
A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...
Read More >
Important Dates for Your 2012 Calendar
Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
Read More >
Dont Pay-Off Your Student Loans
If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...
Read More >
How to Break the Paycheck-to-Paycheck Treadmill
Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
Read More >
Financial Planning Be Part of Your Wedding Preparation
The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...
Read More >
Emergency Cash Reserves-Unloved Yet Necessary
I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...
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 >
In the Coming Weeks and Months
Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...
Read More >
MIGHT BE : Credit Counseling Services
Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
Read More >
Personal Finance 101 for Recent College Grads
Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
Read More >
Funding Your Child's College Education
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
Read More >
College for Working Adults Financing the Dream
About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
Read More >
How to be Smarter About Buying Cars
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
Read More >
Wealth Planning and Protection Strategies for Your Family
How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...
Read More >
When Investing Isn't
I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
Read More >
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 >
Young Consumers Detect Foul Play
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
Read More >
For a Summer Vacation to Savor Start Saving Now
The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...
Read More >
How to Survive Financially after a Job Loss
You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
Read More >
Money Matters for College Bound Children
How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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 >
October Means Open Enrollment
Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
Read More >
Top 5 Financial Challenges Facing Business Owners
As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
Read More >
A Spending Plan (Budget) Primer or Reminder
It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
Read More >
Financial Planning for Your Special Needs Family in Divorce
With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...
Read More >
Valentines Day A Money Quiz for You and Your Sweetheart
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
Read More >
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 >
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 >
View List of
Financial Planners