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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What Divorce Planning Insights Should You Know About
The costs of raising your child from birth to the age of maturity in your state have become increasingly more expensive, with estimates of...
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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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Retirement Math - How $200 May Be Translated to $66391
Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...
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The Fear and Pain of Going Against the Crowd
It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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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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What is Really Driving Your Financial Decisions?
A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...
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10 Investment Blunders to Avoid
When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...
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The Financial Planning Balancing Act for Women
A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...
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How to Throw a Fabulous Holiday Party on a Budget
I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...
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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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Plan for a Sudden Serious Illness or Death in the Family
A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...
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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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The 'Last' Estate Plan
Now that you have diligently and thoroughly thought out your estate plans and have visited your attorney to legally document those estate plans...
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Ten Wise Financial Planning Moves for Millennials
As busy as they are building careers, starting families and carving out a niche in the world, the importance of financial planning early in...
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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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Estate Plan — Estate Planning Information — Why You Need an Estate Plan
Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...
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Hindsight Bias The Reason Hindsight is 2020
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
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How A Six Year Old Saves For Retirement
In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...
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Should I Own Life Insurance in Retirement
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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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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Why Im Thankful for Financial Planning
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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A New Baby Checklist for the New Year
I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...
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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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Helping Parents Put Their Finances in For A Baby Arrival
Among all of life’s momentous occasions, having a baby is about as big as it gets. Given the sheer magnitude of the occasion and all the new...
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Your Financial Life in Balance
Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...
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Planning a Post-retirement Move Back to the Workplace
There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...
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Applying for Financial Aid - A Quick FAFSA Primer
Financial aid is a broad term that covers financial help through the college your child attends. Financial aid includes merit and needs-based...
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Debt the Double-Edged Sword
The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...
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Personal Finance 101 for Recent College Grads
Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
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