Relocating With Children After Divorce
In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...
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6 Ways to be a Financially Smart Sweetheart
With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...
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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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For a Summer Vacation to Savor Start Saving Now
The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...
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Applying for Financial Aid A Quick FAFSA Primer
With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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Making Summer Plans for Your Kids When You are Divorced
Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...
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Caring For Aging Parents
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...
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Ready for a Rainy Day Save for Emergencies
It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...
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Teach Your Children About Finances
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
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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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Calling All Troops! What is Your Mission?
What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...
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Weddings on a Budget A Plan to Pay for the Big Day
Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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Base Rate Neglect Help Yourself by Knowing the Odds
Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...
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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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How to Buy Commodities
You have probably heard that commodities are a great way to protect your portfolio from inflation and offer variety from traditional stocks and...
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A Couple's Plan to Fix Their Financial Situation
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
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Defining Diversification
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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Financial Planning Insights for International Divorce
Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
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The Home Stretch - Your 50s and 60s
Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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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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Flexible Spending Account Changes Looming
What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...
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Estate Planning for the Middle Class-Part I
Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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Availability Bias Don’t Rely on Heuristic Decision Making
Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...
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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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Planning for Retirement in Today’s World
Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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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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The Advantages of Divorce Mediation
As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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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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I've Maxed Out My Retirement Plan... What Next?
First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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