Post-Fiscal Cliff Investing: Proceed with Caution
With the economy looking less hostile by the day, many former investors are dusting off their savings accounts and looking for ways to get their money back into the market. Be […]
New Year’s Financial Resolutions: Save More, Spend Less, Invest Wisely
If you’re like most Americans, no matter how old you may be, you’ve had the importance of saving money drilled into your head ever since childhood. Even now, as an adult, […]
Financial Advice versus Financial Coaching: Which One is Right for YOU?
You’ve probably heard the different terms describing financial planners and what they can do to secure your financial future. The question is: did you know that there is a vast […]
How to Prepare for a Financial Consultation
When we go to the doctor, we are all used to hearing those basic questions that check-ups usually start with: “Do you drink? Do you smoke? How much exercise do […]
The Road to Retirement: “Are We There Yet?”
Many people preparing for retirement feel like a kid on a road trip. “Are we there yet?” It’s the common feeling of anyone aiming for a destination. Unfortunately, for many […]
5 Steps to Cutting the Financial Umbilical Cord
One of the biggest impediments standing in the way of retirement for today’s baby boomers is their children. Everyone knows that the cost of raising a kid is high, but what’s […]
The Why, When and How of Consolidating Your Retirement Accounts
Consolidate: to combine separate items or scattered material into a single whole or mass. The definition makes consolidation seem tidy, productive and even a bit powerful. With all those good […]
Eating the Estate Planning Elephant One Bite at a Time – Part II
You may have been trying to avoid your own proverbial estate planning elephant for some time now, but if the first part of this article attempted to prove anything, it’s […]
Eating the Estate Planning Elephant One Bite at a Time – Part I
Few of us want to look at it or even think about it, yet there it looms — the giant estate planning elephant in the room. It’s impossible to coexist happily, so […]
7 Questions to Ask before Investing
Making investment decisions isn’t easy, especially if you are just entering the game. When trying to find your way through the maize of investment options available today, there are some […]