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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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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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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Estate Planning for the Middle Class-Part II
Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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Financial Skills and Children Leaving for College
Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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8 Things to Consider about Disability Insurance
Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...
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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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Retrain Your Brain for Financial Success
The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...
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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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4 Steps Toward Good Financial Decisions
Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...
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Ingredients for Holiday Spending Success
It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success
A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...
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Make Sure Your Travel Insurance is a Real Safety Net
Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...
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Is It Better to Lease or Buy a Car
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
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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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MIGHT BE : Credit Counseling Services
Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...
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5 Factors to Consider: Selecting a Wealth Management Firm
As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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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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The Emotional Pitfalls of Selling Stocks
Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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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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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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The House Decision in Divorce
To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...
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STAYING Fiscally Fit
I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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The Real Cost of Paper US Savings Bonds
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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Invest Outside the Box
Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...
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Paragliding Off the Fiscal Cliff
Well the fiscal cliff, much like the Mayan calendar, and much like Y2K, was just another non-event. A lot of buzz with even a lot more fizzle....
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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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Is Real Estate a Good Investment Today
With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...
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