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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Do Young Adult Children Need Estate Planning Documents
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...
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Applying for Financial Aid A Quick FAFSA Primer
With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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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...
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The New Reality of Retirement
“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...
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Take Charge of Your Financial Literacy
As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...
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Financial Planning for Americans Overseas
Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
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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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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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What Should I Be Saving: Part 3
This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
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Be Smart about Renovations in a Down Home Market
It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...
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Planning Your Digital Estate
A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...
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Health Care Reform and You
The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....
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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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Tax Reform – What is Fair?
Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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Poor Credit Affects Your Ability to Plan
Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...
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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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Creating Your First Budget
Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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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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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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When Investing Isn't
I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...
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Are Alternative Investments Right for You?
If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longer...
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Base Rate Neglect Help Yourself by Knowing the Odds
Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...
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Be Wise at Work - Use Open Enrollment to Your Benefit
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...
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How to Select an Insurance Broker
Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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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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Retirement Income Tax Strategies
There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
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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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Financial Planning Insights for International Divorce
Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
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Financial Tips for Families of Activated Military Personnel
Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...
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