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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How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!
The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...
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Should I Play The Lottery
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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College for Working Adults Financing the Dream
About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...
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Money Matters for College Bound Children
How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...
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Retirement Planning Insights for Divorcing Baby Boomers
As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...
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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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But What If You Can’t Work?
I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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5 Common Retirement Planning Mistakes (And How To Fix Them)
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during 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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Will You Teach One Financial Lesson?
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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Managing Student Loans
Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...
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Planning for an Illness or Death in the Family
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
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Social Security
As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...
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Financial Planning Insights from Behavioral Finance
Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...
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Dont Let Taxes Control Investment Decisions
Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...
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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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What Is Your Savings Strategy?
It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
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Avoiding Pitfalls in Estate Planning – Making it Work
Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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Indebted Now What
It is hard to read a newspaper, listen to the radio, or watch TV these days without hearing about the level of government (state and federal)...
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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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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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Navigating the Social Security Waters
The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...
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Bringing Health Care Issues into Financial Planning
Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...
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Retirement Preparation to Live Comfortably Later
Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...
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Additional Estate Planning Tools
You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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Dont Pay-Off Your Student Loans
If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...
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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...
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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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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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