No Substitute
If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...
Read More >
A Same Sex Couple’s Plan to Save for the Future
The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...
Read More >
MIGHT BE : Credit Counseling Services
Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
Read More >
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...
Read More >
Earn Higher Pay Without Negotiating
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
Read More >
Life Changes That Affect Your Insurance Plans (Part 2)
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
Read More >
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....
Read More >
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...
Read More >
What exactly are you paying your advisors
Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
Read More >
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...
Read More >
How to Throw a Fabulous Holiday Party on a Budget
I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...
Read More >
Is Real Estate a Good Investment Today
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
Read More >
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...
Read More >
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...
Read More >
Finding Support to Keep Your Resolutions
Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...
Read More >
What Is Your Risk Tolerance
When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...
Read More >
Perfect Last Minute Gift Ideas
Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...
Read More >
Savings Options in a Low-Interest Rate Environment
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
Read More >
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...
Read More >
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...
Read More >
What If I’m Wrong
If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
Read More >
How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
Read More >
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 >
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 >
4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
Read More >
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 >
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...
Read More >
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 >
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)...
Read More >
Is Your 401(k) the Best Place to Invest
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...
Read More >
View List of
Financial Planners