Steps to improve credit
Now that you are familiar with your credit report, you can start working to improve it. Once a creditor reports negative information to a...
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4 Ways to Use Your Tax Refund
Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...
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Life Changes That Affect Your Insurance Plans
Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...
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Five Reasons to Keep Your Life Insurance During Retirement
When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...
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Thinking About a Tax Refund Loan?
The formal name is refund anticipation loans, or RALs. They're marketed primarily to cash-poor taxpayers who use their annual federal and...
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Acing Financial Life Skills in Your 20s and 30s
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
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What is Financial Planning?
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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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...
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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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What is This New Schedule D Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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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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The Challenge of Saving Part 2
If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...
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No Substitute
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
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Traditional or Roth IRA? Choosing a Retirement Plan
Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...
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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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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...
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Financial Planning for New Parents
Dramatic changes in one's life often require a reassessment of one's personal finances. And few events have a more profound impact on one's...
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The Advantages of Divorce Mediation
As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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Mapping Your Financial Future
We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...
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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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Education Funding Before During and After College
The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...
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Whole Life and Term Insurance
Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do...
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How to Avoid a Ponzi Scheme Lessons from the Madoff Fraud
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...
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Do Young Adult Children Need Estate Planning Documents
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...
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Estate Planning for the Middle Class-Part IV
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
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When Should You Take Social Security
One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...
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Planning For Uncertainty
For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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Make Time for a Mid-Year Financial Checkup
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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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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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...
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