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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Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Do Young Adult Children Need Estate Planning Documents
Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...
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How to be Smarter About Buying Cars
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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What exactly are you paying your advisors
Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...
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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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Setting SMART Goals
How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...
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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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If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do
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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Videos of The 6 Biggest Financial Planning Problems
I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...
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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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The Retirement Journey Stay on Course
Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...
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Keeping What You Make-Managing Taxes Owed on Income Received
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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This Holiday Season, Ignore the Relatives
'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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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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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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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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Financial Planning for Life
People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...
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Financial Planning for New Parents
Dramatic changes in one's life often require a reassessment of one's personal finances. And few events have a more profound impact on one's...
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What Common QDRO Mistakes Should You Avoid in Your Divorce
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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Assessing Your Own Retirement Readiness
Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...
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Should I Play The Lottery
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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Where the Heck is Easy Street?
From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...
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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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How to Pay for College
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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Thinking of Refinancing
While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers thinking about taking advantage of cuts...
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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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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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So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Thinking About Adoption-Plan Your Finances First
Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...
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