Falling Off the Cliff
I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...
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New Federal Consumer Protection Rules – What You Should Know
On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...
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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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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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Maximizing Your Time in Retirement
Time is money, as the old saying goes. If this is true, you may never be so wealthy (in time at least) as you are during retirement. Gone are...
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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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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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Family Taxation
Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...
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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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October: A Trick or Treat for Investors
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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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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I Bought a House, Now What?
Congratulations! You now own a piece of the American Dream. Here are a few financial tips for being a homeowner:Use Your Home to Build Good...
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What is This New Schedule D Form 8949?
You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...
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Financial Strategies for a Retirement Savings Deficit
As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...
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The Power of Your Beneficiary Election
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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Veteran's Day
This Monday November 12th we will recognize Veteran’s Day. As a nation, even when we cannot agree on whether or not we should participate in a...
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8 Major Retirement Blunders
It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....
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Should I Replace My Life Insurance Policy
Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
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How to Provide Financial Security for Loved Ones
One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...
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The Perfect Storm Divorcing Baby Boomers
As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...
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There's An App for That
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
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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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Saving Money in Today's Economy
If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...
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How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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4 Ways to Use Your Tax Refund
Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...
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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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Top Ways You Can Prevent Ident Identity Theft
Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...
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Who's Preparing Your Tax Return?
For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
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Creating Your First Budget
Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...
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Thinking Out Loud About Long Term Care
A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...
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