Category Archives: Financial Planning

18 March 2014

6 Myths About Money and Investing

I wish I had a dime for every time someone called me with a hot tip or a new investment idea.  Boy I certainly would    be a rich man.  I am glad I did not take all that advice for … Continue reading →

Debt Planning
21 February 2014

5 Tips for Parents – Talking to Adult Children about Family Finances

Though it may be hard to imagine a time when your children are charged with taking care of you, instead of vice versa, this situation is growing more common — and as the Baby Boomer generation ages, the numbers of … Continue reading →

Elder Planning
7 February 2014

10 Key Tips for Pre-Retirees

Ah, retirement. Whether you dream of living on the fairway, traveling the country in an RV, or simply enjoying a relaxed lifestyle free from the worries of the daily grind, the goal of a peaceful, comfortable retirement is what we … Continue reading →

Financial Planning
29 January 2014

6 Tips for Navigating the Affordable Care Act

For the more-than 48 million Americans without health insurance, the launch of the Affordable Care Act, or ACA, represents the opportunity to obtain health coverage, often at a subsidized cost. Though it’s true that the roll-out has been plagued by … Continue reading →

Financial Planning
8 January 2014

5 Key Retirement Strategies for Women

When it comes to retirement planning, women face a double whammy: Not only do they tend to live longer than men – by an average of three years – they also tend to have a lower median income. According to … Continue reading →

Financial Planning
28 October 2013

4 Reasons to Use Wealth Vision Software for Your Financial Planning Needs

Many of the individuals I work with are between the ages of 40-55. These people are often known as the Sandwich Generation, as they are often caring for aging parents while also raising small children. They are often fairly well … Continue reading →

Financial Planning
22 October 2013

Inherited IRAs

Hopefully my clients will be well prepared when an unfortunate but inevitable death occurs within a family.  When dealing with inherited IRA’s, there are distribution and tax implications.  If one makes a mistake in this area of finance, this could … Continue reading →

Financial Planning
30 September 2013

What it means to be a Holistic Financial Advisor

If you google the term “Holistic” you will see that it is defined as a diverse field of alternative medicine in which the “whole person” is focused on, not just the malady itself.  Well, the same exact thing applies to … Continue reading →

Financial Planning
12 September 2013

4 Important Facts About Long Term Care Insurance

Your financial plan is not complete unless you have some protection from Long term Care, even as costs of plans rise and insurers drop out of the market. Long term care Insurance covers the cost of health care either at … Continue reading →

Debt Planning
23 April 2013

What is Comprehensive Financial Planning?

I like to describe myself as a financial advisor who looks at the “whole” picture before making recommendations to my clients.  Too often I see families making decisions in a vacuum without looking at the complete picture of their financial … Continue reading →

Financial Planning
< NEWER 4 of 8 OLDER >