Investment
Invest Outside

Invest Outside the Box

Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...

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College
Managing Student Loans

Managing Student Loans

Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...

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Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

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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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Starting a New Job
college graduate

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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Caring for a Loved One
Disability Insurance

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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Serving in the Military
military personnel

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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Serving in the Military
military spouses

Red White Blue…and Green Finance 101 for Military Spouses

Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...

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Investment
Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

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Retirement
retirement planning

Confidence in Retirement 10 Planning Mistakes to Avoid

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

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Retirement
six year old

How A Six Year Old Saves For Retirement

In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...

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Investment
Financial Planning

What is Financial Planning?

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Divorce
children and divorce

Relocating With Children After Divorce

In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...

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Estate Planning
dreaming big

Dreaming Big - Financial Planning for Unexpected Wealth

Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...

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Bankruptcy

MIGHT BE : Credit Counseling Services

Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...

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Getting Married
Plan a Wedding on a Budget

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...

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College
most financial aid

College Math: 12 Tactics to Get the Most Financial Aid

The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....

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Investment
Mapping Future

Mapping Your Financial Future

We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...

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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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buying a home
Homebuyer Finance

Financial Planning for First-Time Homebuyers

You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...

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Divorce
Remarriage During Divorce

Remarriage During Divorce and Estate Planning Complications

Looking beyond divorce is both hopeful and encouraging. Planning for a fresh start may include building and forging new family bonds with...

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Retirement
your 50s and 60s

The Home Stretch - Your 50s and 60s

Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...

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Retirement
retirement planning

Retirement Goals Start at the Beginning

A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...

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Credit Repair
Improve Poor Credit

How to Improve Poor Credit

If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...

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Retirement
retirement anxiety

How to Minimize Anxiety as You Approach Retirement

By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...

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Buying a Home
Reverse Mortgage

A Reverse Mortgage Story

I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...

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Estate Planning
Part-V

Estate-Planning-for-the-Middle-Class-Part-V

Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan.  Most people...

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Divorce
divorce relocation

Financial Planning for Relocation During Divorce

What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...

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Investment
eyesight is 20-20

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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Starting a Family
College Answer

What if College Isn't the Answer?

A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...

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