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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7 Signs It’s Time to Retire
Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...
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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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Fearful of Wall Street and Not Saving for Retirement
Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...
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New Year Resolutions Financial Planning
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
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Planning for an Illness or Death in the Family
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...
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Why Free Things Can Wind Up Costing You
When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...
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The Reality of Compound Returns
Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...
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5 Common Retirement Planning Mistakes (And How To Fix Them)
The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...
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Why Im Thankful for Financial Planning
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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Sometimes It Doesn't Work Out - Finances in Divorce
It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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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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Debt the Double-Edged Sword
The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...
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Planning For Uncertainty
For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...
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A Diversified Approach to Investing in Commodities
If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...
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Disability Income Insurance Checklist
When asked the question “what is your biggest asset”, most people will say “my house” or “my retirement plan.” But the truth is that our...
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Ready, Set, Save
In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...
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Surviving the Grocery Store Maze
For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...
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This Valentine's Day Get Rid of Loser Money Habits
Last year’s Valentine’s Day blog was about how to not break the ba...
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Financial Planning Be Part of Your Wedding Preparation
The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...
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Protect Yourself Against Identity Theft
Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...
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Funding Your Child's College Education
In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...
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I Don’t Understand My Financial Plan
Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...
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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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Assessing Your Retirement Benefits During Divorce
When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...
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The Most Important Letter You May Ever Write
A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...
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Common Investment Abuses
Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
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Thinking about an Ethical Will
When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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10 Essential Documents for Retirement
When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...
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Holiday Entertaining on a Sensible Budget
What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...
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