How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!
The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...
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Just Married - Financial Planning for Newlyweds
Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...
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My Divorce is Finalized. Now What?
Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
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6 Steps for Student Savings
With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...
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How Owning Rental Properties and Stocks Can Be Similar
In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
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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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“You May Delay but Time Will Not”
Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...
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Top 10 Reasons I'm Thankful
I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...
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Forward Thinking
A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
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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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How to Evaluate a High-Deductible Health Care Policy
According to an August survey from America’s Health In...
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Preserving the Purchasing Power of Your Money For Retirement
Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...
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The Hunt for a Better Bank Account
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
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Wealth Transference Failure and How to Avoid It
If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...
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Mutual Accountability
We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...
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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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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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Getting a Divorce Financially Prepare Yourself
Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...
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Financial Confidence in Retirement
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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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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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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As Open Enrollment Approaches, Do a Benefit Checkup
With the pressures we face on the job, very few of us think about reviewing every benefit we get from our employers – unless something goes...
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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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Preferred Stock Basics
Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...
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Emergency Cash Reserves-Unloved Yet Necessary
I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...
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Consumer Financial Protection Bureau Puts Consumers First
In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...
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Its Never Too Late (Well, Almost Never)
Saving for retirement, or whatever you choose to call your post-earning years, is something that everyone should plan for. You can’t start too...
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I am Married - What is My Filing Status
It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...
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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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Financial Planning for Launching a Small Business
Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...
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