FINANCIAL LEARNING
3 Lies People Tell Themselves About Estate Planning
3 Lies People Tell Themselves About Estate Planning People tend to avoid estate planning like it’s the plague, but no financial plan can be complete...
What Is Probate and How Can You Avoid It?
What Is Probate and How Can You Avoid It? Probate court can handle the distribution of an estate's assets, but there are ways you can avoid it....
Debunking Common Retirement Assumptions
Debunking Common Retirement Assumptions Don’t fall for these misconceptions. Financial generalizations are as old as time. Some have been around for...
Creating a Retirement Strategy
Creating a Retirement Strategy Most people just invest for the future. You have a chance to do more. Across the country, people are saving for that...
Measuring the Value of a Financial Advisor
Measuring the Value of a Financial Advisor One study asserts that these relationships can make a difference for investors. What is a relationship...
Can You Put Your IRA into a Trust?
Can You Put Your IRA into a Trust? What you should know about naming an IRA beneficiary. Can your IRA be put directly into a trust? In short, no....
Coping with College Loans
Coping with College Loans Paying them down and managing their financial impact. Total student loan debt in America is now around $1.6 trillion....
Ways to Repair Your Credit Score
Ways to Repair Your Credit Score Steps to get your credit rating back toward 720. We all know the value of a good credit score. We all try to...
Cash Flow Management
Cash Flow Management An underappreciated fundamental in financial planning. You’ve probably heard the saying that “cash is king,” and that truth...
Insurance Needs for Empty Nesters and Retirees
Insurance Needs for Empty Nesters and Retirees Thinking about coverage as you enter a new phase. With the children now out of the house, financial...
What if You Get Audited?
What if You Get Audited? What the I.R.S. looks for and why. “Audit” is a word that can strike fear into the hearts of taxpayers. However, the...
Reducing the Risk of Outliving Your Money
Reducing the Risk of Outliving Your Money What steps might help you sustain and grow your retirement savings? “What is your greatest retirement...
Cybersecurity
Cybersecurity Protecting yourself from potential calamity Cybercrime affects both large corporations and private individuals. You’ve likely read...
Think You Don’t Need Disability Coverage?
Think you don’t need disability coverage? Think again. We draft a will and estate plan and purchase life insurance. Few of us consider disability...
Will You Avoid These Estate Planning Mistakes?
Will You Avoid These Estate Planning Mistakes? Too many wealthy households commit these common blunders. Many people plan their estates diligently,...
The High Cost of Health Care
The High Cost of Health Care A financial strategy can take health care costs into account. One of the most ubiquitous aspects of social media in...
Sometimes success has a lot to do with pure desire and interest
That’s my youngest grandson, Miles, age 6. He loves to fish, and since he was three he has caught fish! The photo above is from this...
Apple Kills iTunes: Everything You Need to Know
As expected, Apple announced the demise of iTunes at WWDC 2019 this week, but it's not as simple as killing the aging software and...
The Top TED Talks of 2019 So Far — and What You Can Learn From Them
“Ideas worth spreading.”That’s TED’s tagline, and the organization -- originally launched as a convergence of the technology,...
Retirees Are Jumping Into the CBD Boom—and Loving It. Here’s What to Know Before You Try, According to Experts
Stephanie Camillo took Vicodin every day at work until she retired early because of the pain.For years, she stood on her feet all day as...
This Is the Average 401(k) Company Match. How Does Yours Stack Up?
You probably know that your 401(k) is an important tool for saving for retirement, but do you have any idea how it compares to the rest...
How to Go From Product Idea to Mass Production When Starting a Business
Have you ever had an idea that burned brightly in your mind, but you had no idea how to get it started?Most entrepreneurs have. This...
How to Save Money: 100 Great Tips to Get You Started
Home » Little Steps 100 Great Tips For Saving Money For Those Just Getting StartedNo matter where you are on your financial journey, you...
Reduce the Pain at the Pump With These 20 Ways to Save Money on Gas
Filling up the gas tank can be a thoroughly miserable experience as you watch the counter flip past $40, then $50, and keep on going.But...
The 50 Best Places to Travel in 2019
Ask the Travel + Leisure staff where we want to travel in 2019, and most of us will answer, honestly, where don’t we?When it comes to...
11 Rookie Mistakes to Avoid on Your First Trip to Europe
1. Taking a CabNope, not even from the airport. Most major European cities have reliable public transportation, so use it as soon as you...
Disability insurance is income insurance. Make sure it’s part of your plan for facing the unexpected.
Disability insurance provides critical financial protection that is very different from other insurance products. Millions of working...
Insurance 101: Empty-Nesters / Retirees
Insurance 101Empty-Nesters/RetireesWhen the kids are out of the house and retirement is either on the horizon or has arrived, many...
Insurance 101: Established Families
Insurance 101Established FamiliesYou may be juggling kids at home or college, plus the demands of your job. Now that you’ve been in the...
Insurance 101: Young Families
Insurance 101Young FamiliesWhen you’re starting a family you face perhaps the most daunting financial pressures you’ll encounter at any...