Realistic Retirement: Leveraging expectations with reality
Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…
Eating the Estate Planning Elephant… One Bite at a Time, Part II
You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…
Eating the Estate Planning Elephant… One Bite at a Time, Part I
No one wants to look at it, no one even wants to think about it, yet there it looms —…
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge. Imagine driving a car without a…
Borrowing From Your 401(k): A Financial Sin
When we put money into our retirement accounts we do so for a specific purpose: retirement. All the money you…
Mortgages in Retirement
Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep…
Should You Put Your Kids’ Education ahead of Your Retirement?
If you’re like most parents, you want nothing more than to provide your children with a college education. Some have…
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child. It is hard to underestimate the power parents…
Planning on Paying for Your Kids’ College Education? Consider a 529 Plan
If you’re like many parents, not only do you feel somewhat obligated to put your kids through college, but there’s…
Teaching Your Kids about Money, Part 2
In part 1 of this blog series, I outlined 13 best practices for teaching kids about money that I recommend…
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to…
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up