Ready, Set, Save
In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...
Read More >
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...
Read More >
I've Maxed Out My Retirement Plan... What Next?
First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...
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 >
The Hunt for a Better Bank Account
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
Read More >
Should I Replace My Annuity
When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
Read More >
Leaving a Legacy An Everyman’s Guide to Estate Planning
It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...
Read More >
Estate Planning for the Middle Class-Part IV
Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...
Read More >
Beneficiaries and Inheriting a Retirement Account
As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...
Read More >
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...
Read More >
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....
Read More >
10 Ways to Cut Your Debt Now
For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...
Read More >
Defining Diversification
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
Read More >
Learn 12 Good Money Habits to Start on the Right Path
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
Read More >
New Year Resolutions Financial Planning
One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...
Read More >
How Sharpe is Your Portfolio
Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
Read More >
Losing Your Inheritance to Uncle Sam - or Others
Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...
Read More >
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...
Read More >
Education Funding Before During and After College
The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...
Read More >
Investment Abuse Part 2 How to Take Action if Youre a Victim
Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...
Read More >
Why Free Things Can Wind Up Costing You
When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...
Read More >
Financial Planning for First-Time Homebuyers
You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...
Read More >
Setting SMART Goals
How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...
Read More >
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...
Read More >
The Financial Challenges of Divorce and Widowhood
As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...
Read More >
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...
Read More >
Red White Blue…and Green Finance 101 for Military Spouses
Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
Read More >
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...
Read More >
Financial Planning for Americans Overseas
Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...
Read More >
The Retirement Journey Stay on Course
Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...
Read More >
View List of
Financial Planners