Category Archives: Financial Tips

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
9 May 2013

The Internet Sales Tax

The Internet Sales Tax, otherwise known as “The Marketplace Fairness Act”, has passed the Senate and now moves on to the House.  There is a real chance this tax will be a law soon.  It has been debated on and … Continue reading →

Financial Tips
29 January 2013

Top 4 Concerns for Seniors and Their Financial Plans

1) Will I outlive my money? This is the number one concern for seniors and more people are worried about this than actually passing away. As a result, seniors often look for investment options that are safe and produce earnings … Continue reading →

Elder Planning
30 September 2012

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
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