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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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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Five Financial Resolutions for a Prosperous New Year
You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...
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What Divorce Planning Insights Should You Know About
The costs of raising your child from birth to the age of maturity in your state have become increasingly more expensive, with estimates of...
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The Hunt for a Better Bank Account
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
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Listen Learn But With Caution
We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
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Estate Planning for the Middle Class-Part I
Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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Our Desire to Get Rich - Quick
Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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Casualty Losses and Disaster Preparedness
For those living on the Eastern seaboard still cleaning up from Hurricane Sandy, we at the Financial Planning Association, wish you and yours...
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Shopping for a Mortgage
A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...
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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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Consumer Financial Protection Bureau Puts Consumers First
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
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Retirement Savings Plans for the Self-employed
Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...
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Estate-Planning-for-the-Middle-Class-Part-V
Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan. Most people...
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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...
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Prioritizing Retirement Decisions
Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...
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Considerations for Your 401(k) if You Lose Your Job
There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...
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Invest Outside the Box
Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...
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Mind Your Own Business Planning Tips for a Smooth Start-Up
It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...
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A Guide to Vacation Cash Conservation
Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...
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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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Questions To Ask at Free Lunch Seminars
Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...
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A Guide for Graduates and Their Parents
Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...
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Coming Of Age Retirement Age
As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...
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What if You Had Stayed the Course?
As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...
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Common Investment Abuses
Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
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Are You All Set?
Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
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Videos of The 6 Biggest Financial Planning Problems
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
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10 Essential Documents for Retirement
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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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...
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