Investment
college grads

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 >
Divorce
Divorce Finalized

My Divorce is Finalized. Now What?

Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...

Read More >
Estate Planning

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 >
Starting a Family
Adopted Baby

Thinking About Adoption-Plan Your Finances First

Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...

Read More >
Investment

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 >
Savings
holiday spending

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 >
Getting Married
Plan a Wedding on a Budget

Weddings on a Budget A Plan to Pay for the Big Day

Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...

Read More >
Credit Repair
Credit Card Repirt

Credit Card Guide — Using Credit Cards

To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...

Read More >
Savings
saving strategy

The Saving Strategy

Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...

Read More >
Insurance
Open Enrollment

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 >
Buying a Home
moving houses

Should You Move When You Retire

After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...

Read More >
Savings
A Couple's Plan

A Couple's Plan to Fix Their Financial Situation

The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...

Read More >
Investment
Stock market chart

Initial Public Offerings Historical Returns

You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...

Read More >
Saving on Taxes
return due

Wow, My Tax Return is Due April 17!

“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...

Read More >
Investment
company stock

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 >
Investment
financial planning

Financial Planning The Purpose and Benefits

Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...

Read More >
Retirement
Before Catastrophe Strikes

Discuss Money Issues Before Catastrophe Strikes

Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...

Read More >
Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

Read More >
Starting a Family
medicare

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 >
Investment
Play a Role

Financial Education - We Can All Play a Role

Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school...

Read More >
Investment
new years resolutions

New Year Resolutions Financial Planning

One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...

Read More >
Investment
better future

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 >
Investment
Questions Answered

Get Your Questions Answered

Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...

Read More >
Insurance
Flexible Spending

Flexible Spending Account Changes Looming

What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...

Read More >
Retirement
retiree

Retired at last

Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...

Read More >
Savings
buying new car

Is It Better to Lease or Buy a Car

You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...

Read More >
Stolen Identity
id theft

Fighting ID Theft-Protecting Information In The Real and Virtual Worlds

Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...

Read More >
College

Applying for Financial Aid A Quick FAFSA Primer

With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...

Read More >
Retirement
Financial Confidence in Retirement

Financial Confidence in Retirement

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

Read More >
Investment
Teaching Learn

Teaching to Learn

You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...

Read More >
Load More...