Matrimonial Bliss - Pros and Cons of Merging Your Finances
Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
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Initial Public Offerings Historical Returns
You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...
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Wealth Transference Failure and How to Avoid It
If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...
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Tax Issues and Divorce Financial Planning Considerations
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...
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Life Changes That Affect Your Insurance Plans
Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...
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Financial Tips for Families of Activated Military Personnel
Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...
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Make Time for a Mid-Year Financial Checkup
There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...
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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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Elder Financial Abuse and You
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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5 Steps for Dealing with Recession
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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Checklist for Parents Retirement Planning
When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...
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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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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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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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Is Your 401(k) the Best Place to Invest
You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...
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Dont Pay-Off Your Student Loans
If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...
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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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The Transition from College to Employment – A Checklist
The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...
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Liability-driven Individual Retirement Planning
A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...
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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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The 5 Biggest Personal Finance Changes in the Last 20 Years
My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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Location, location, location
You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...
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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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Working on It - Your 30s Through Your 40s
It's critical to find a way to squeeze out dollars for retirement. Time is still on your side, but you've begun to lose some of your...
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Headlines vs Markets
The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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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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The Fiscal Side to Staying Fit
I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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Invest in Your Company Stock Like an Executive
Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...
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Valentines Day A Money Quiz for You and Your Sweetheart
Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...
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Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning
When two people with kids decide to get married, the emotional side of the equation is already complicated. How will the kids get along under...
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