Investment
Makeover your finances

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...

Read More >
College
Funding College

Funding Your Child's College Education

In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...

Read More >
Savings
grocery store

Surviving the Grocery Store Maze

For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...

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
my motivation

So What's My Motivation Here?

If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...

Read More >
Investment
Connecting Money

Connecting Your Money with Your Life

So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...

Read More >
Investment
Reflections Priorities

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...

Read More >
Investment
investment blunders

10 Investment Blunders to Avoid

When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...

Read More >
Investment
One Good Decision

It Starts With One Good Decision

We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...

Read More >
Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

Read More >
Divorce
Remarriage During Divorce

Remarriage During Divorce and Estate Planning Complications

Looking beyond divorce is both hopeful and encouraging. Planning for a fresh start may include building and forging new family bonds with...

Read More >
Saving on Taxes
Your Tax Return

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...

Read More >
Starting a Family
nine or twelve

Nine Candles or Twelve Days Of

Whatever Holiday you and your family celebrate this time of year we at the Financial Planning Association wish you a joyous Holiday Season. For...

Read More >
Investment
choice overload

Choice Overload and Analysis Paralysis

Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...

Read More >
Investment
insurance broker

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...

Read More >
Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

Read More >
Retirement
Audit List

Don’t Forget to Audit Your Beneficiary Designations

In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...

Read More >
Losing a Home
refinancing

Thinking of Refinancing

While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers  thinking about taking advantage of cuts...

Read More >
Investment
invest in your future

Determine if You’re Ready to Start Investing

Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...

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
Sharpe

How Sharpe is Your Portfolio

Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...

Read More >
Retirement
reitrement or college

Checklist for Parents Retirement Planning

When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...

Read More >
Retirement
Prioritizing Retirement Decisions

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...

Read More >
Investment
base rate neglect

Base Rate Neglect Help Yourself by Knowing the Odds

Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...

Read More >
College
graduates and parents

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...

Read More >
Losing a Loved One
Financially After a Death

What To Do Financially After a Death

Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...

Read More >
Investment
For Uncertainty

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...

Read More >
Starting a New Job
your first job

Your First Job — The First Great Move

New college graduates will be entering the workforce this summer with plenty of excitement – and plenty of debt. Though your first job is...

Read More >
Investment
SMART Goals

Setting SMART Goals

How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...

Read More >
Divorce
Retirement benefits

Assessing Your Retirement Benefits During Divorce

When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...

Read More >
Load More...