Dreaming Big - Financial Planning for Unexpected Wealth
Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...
Read More >
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,...
Read More >
Planning for an 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 primary breadwinner dies, what...
Read More >
A Diversified Approach to Investing in Commodities
If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...
Read More >
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...
Read More >
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...
Read More >
The Hidden Debt
It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...
Read More >
Financial Stress of Supporting Parents AND Children
Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...
Read More >
There's An App for That
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
Read More >
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...
Read More >
How to Avoid a Ponzi Scheme Lessons from the Madoff Fraud
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...
Read More >
How Owning Rental Properties and Stocks Can Be Similar
In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
Read More >
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,...
Read More >
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...
Read More >
Retirement Income Tax Strategies
There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
Read More >
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...
Read More >
Save with a Sound Financial Plan
Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...
Read More >
Who's Preparing Your Tax Return?
For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...
Read More >
Financial Education - We Can All Play a Role
Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school...
Read More >
How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
Read More >
Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
Read More >
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...
Read More >
Decisions Decisions
Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...
Read More >
What if You Had Stayed the Course?
As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
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...
Read More >
View List of
Financial Planners