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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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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 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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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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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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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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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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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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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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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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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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