Fiduciary vs. Suitability – Which standard is best
The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...
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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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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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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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Dividing the Nest Egg in Divorce
Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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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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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...
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6 Ways to be a Financially Smart Sweetheart
With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...
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In Case of Emergency... Can You Help Your College Student?
Believe it or not, the summer is more than half over for most students across the U.S. Whether for the first time or a return engagement, that...
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Falling Off the Cliff
I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...
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How to Break the Paycheck-to-Paycheck Treadmill
Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
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How the Fed Sets Interest Rates
The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...
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Divorce and Your Special Needs Child
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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Top 10 Money Decisions for Today’s Incoming College Freshman
Money management is a bigger issue than ever on college campuses. Parents and students should start working on the student's financial future...
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A Spending Plan (Budget) Primer or Reminder
It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
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Nest Egg Knowhow: Income Planning for Retirement
It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...
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The Most Important Letter You May Ever Write
A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...
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7 Signs It’s Time to Retire
Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...
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Retirement and Taxes
As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
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A Suitable Divorce Resolution Option for Your Family
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...
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Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
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Financial Parenting for Young Adults
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...
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Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning
When two people with kids decide to get married, the emotional side of the equation is already complicated. How will the kids get along under...
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Prepaid Cards Get a Look From the Consumer Protection Bureau
In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
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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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Protecting Your Bond Investments from a Downturn
If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...
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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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Why Free Things Can Wind Up Costing You
When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...
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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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In the Coming Weeks and Months
Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...
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