Credit Repair
credit counseling

Credit Counseling Services

If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...

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Estate Planning
Estate Planning

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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Savings
Party on a Budget

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...

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Investment
Invest In Yourself

Invest in Yourself to Make Your Prospects Brighter

When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...

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Retirement
retirement savings

Working on It - Your 30s Through Your 40s

It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...

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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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Preparing for Disaster
disaster plan

7 Steps to Take When Creating a Disaster Plan

When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...

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Investment
AnswerTo

20 Financial Planning Questions That You Need an Answer To!

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...

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Bankruptcy
credit resolutions

Put Your Credit Resolutions in Motion

One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...

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Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

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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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Stolen Identity
id theft

Fighting ID Theft-Protecting Information In The Real and Virtual Worlds

Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...

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Investment
Insider Guide

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

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Investment
better future

6 Tips for a Better Financial Future

Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...

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Losing a Job
Survive Financially After a Job Loss

How to Survive Financially after a Job Loss

You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...

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Saving on Taxes
Earned Income

Earned Income - Work Required

Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...

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saving on taxes
Tax Tips Business

Year-Round Tax Tips for Business Owners

Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...

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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...

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Retirement
Social Security

When Should You Take Social Security

One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...

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Investment
location

Location, location, location

You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...

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Retirement
Retirement Preperation

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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Losing a Loved One
weeks and months

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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College
2012 calendar

Important Dates for Your 2012 Calendar

Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...

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Savings
taxes control

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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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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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...

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Investment
Stress Test

Stress Test Your Financial Health

Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...

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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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Investment
Substitute

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...

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Savings
Vacation Cash

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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