Should I Replace My Annuity
When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
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Tips to Take Your International Travel Dollar Further
Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...
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WhatisFinancialPlanning
I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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Location, location, location
You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...
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Reflections on Priorities – Get Ready for the Holidays Now
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success
A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...
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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...
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The 5 Biggest Personal Finance Changes in the Last 20 Years
My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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5 Smart Steps When Planning for "I Do"
With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....
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Family Taxation
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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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...
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Who's Preparing Your Tax Return?
For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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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...
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A Financial Primer for the Contemporary American Household
In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...
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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...
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Is Your Home Insurance Coverage Adequate
As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...
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The Fear and Pain of Going Against the Crowd
It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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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...
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Just Married - Financial Planning for Newlyweds
Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...
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Divorce Across Borders
Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...
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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...
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Covering Your Bases on a Military Budget
Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...
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Retirement Considerations When Divorcing
When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...
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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...
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I Bought a House, Now What?
Congratulations! You now own a piece of the American Dream. Here are a few financial tips for being a homeowner:Use Your Home to Build Good...
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How A Six Year Old Saves For Retirement
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
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The Biggest Financial Mistake People Make
Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...
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STAYING Fiscally Fit
I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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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...
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20 Financial Planning Questions That You Need an Answer To!
Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...
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