Financial Confidence in Retirement
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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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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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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Fighting ID Theft-Protecting Information In The Real and Virtual Worlds
Foiling I.D. theft is no longer just a matter of buying a document shredder and keeping track of your receipts — though it helps.I.D. theft...
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Before the Eulogy
I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...
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Year of the Dragon Financial Makeover
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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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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Should I Replace My Life Insurance Policy
Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
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Important Dates for Your 2012 Calendar
Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...
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Investing For College — Investment Choices
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...
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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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Planning Your Digital Estate
A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...
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Avoid Retirement Fail Strategies for the Under 40 Worker
It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...
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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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Earned Income - Work Required
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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Assessing Your Own Retirement Readiness
Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...
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October: A Trick or Treat for Investors
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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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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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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Top 5 Financial Challenges Facing Business Owners
As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...
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WhatisFinancialPlanning
I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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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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Estate-Planning-for-the-Middle-Class-Part-V
Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan. Most people...
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Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Young Consumers Detect Foul Play
Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...
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Factors in Selecting a Power of Attorney Holder
When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...
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Going to the Hospital - Prepare Financially and Medically
Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...
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Financial Planning for Launching a Small Business
Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...
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Be Wise at Work - Use Open Enrollment to Your Benefit
Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...
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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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