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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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...
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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...
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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...
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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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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...
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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...
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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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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...
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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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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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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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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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...
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