Investment
startitis

"Start-itis"

Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...

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Investment
Tips to Help in a Recession

5 Steps for Dealing with Recession

The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...

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Starting a Family
The Cost of Adoption

The Dollars and Cents of Adoption

Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...

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saving
Financial Millennials

Ten Wise Financial Planning Moves for Millennials

As busy as they are building careers, starting families and carving out a niche in the world, the importance of financial planning early in...

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College
Investing for college

Investing For College — Investment Choices

The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...

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Investment
Retirement Math

Retirement Math - How $200 May Be Translated to $66391

Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...

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Insurance
Flexible Spending

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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Buying a Home
rental house

To Buy or Rent

Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...

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retirement
Retirement Account

RMD Time: Handling Retirement Account Distributions

Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...

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Retirement
retiree

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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Investment
Protecting Your Bond Investments

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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Credit Repair
404

Your Credit Score: Knowing Whats Behind the Number

Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...

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Savings
Paper Bonds

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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Divorce
dividing a nest egg

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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Investment
financial infidelity

Conquering Financial Infidelity

Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...

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Losing a Loved One
Financial Matters Following a Loved Ones Death

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...

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Saving on Taxes
Taxes Owed on Income Received

Keeping What You Make-Managing Taxes Owed on Income Received

Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...

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Investment
Rainy Day Emergency

Ready for a Rainy Day Save for Emergencies

It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...

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retirement
Retirement Savings

Traditional or Roth IRA? Choosing a Retirement Plan

Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...

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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...

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Investment
Family photo

Financial Planning for Your Family’s Well-being

As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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Savings

Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning

Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...

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Savings
Paycheck to Paycheck

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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College
Funding surprise

The College Funding Surprise

Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...

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Investment
annuity investments

Should I Replace My Annuity

When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...

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Credit Repair
indebted

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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Savings
buying new car

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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Buying a Home
New House

I Bought a House, Now What?

Congratulations! You now own a piece of the American Dream. Here are a few financial tips for being a homeowner:Use Your Home to Build Good...

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Divorce
tax issues and divorce

Tax Issues and Divorce Financial Planning Considerations

Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...

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