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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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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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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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...
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Retirement Base Income Vehicles
By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...
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Calling All Troops! What is Your Mission?
What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...
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Considerations for Your 401(k) if You Lose Your Job
There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...
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Coming Of Age Retirement Age
As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...
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Funding Considerations for those Starting a Small Business
The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...
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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...
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Hindsight Bias The Reason Hindsight is 2020
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
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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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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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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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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...
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Leaving a Legacy An Everyman’s Guide to Estate Planning
It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
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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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Financial Stress of Supporting Parents AND Children
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
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The House Decision in Divorce
To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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Learn 12 Good Money Habits to Start on the Right Path
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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A Guide to Employee Benefits for the Recent College Graduate
If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...
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The 5 Biggest Personal Finance Changes in the Last 20 Years
My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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Refinancing your Mortgage in Retirement
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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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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Are You All Set?
Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...
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Your Personal Debt Ceiling Crisis
It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...
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Reflections on Priorities – Get Ready for the Holidays Now
On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...
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Why Talk to a Financial Planner When You’re in Your 20s
It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...
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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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8 Things to Consider about Disability Insurance
Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...
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