Meeting with an Advisor
When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...
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”…
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…
Teaching Your Kids about Money, Part 1
Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...
Meeting with an Advisor: Be Prepared
When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups…
Seven Questions to Ask Before Investing
We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…
Red State of Mind: Getting out of a debtor’s mindset
Getting into debt is one of the easiest things in the world for someone living in contemporary America. Every time…
Market Timing: Risk vs. Reward
For first-time investors, putting money into the stock market may seem like an intimidating task. You may be asking yourself,…
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Asset Allocation
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell…
Personal Finance Tips for Military Families
One survey found that 77% of military personnel have some financial worries, mostly regarding their lack of savings to cover…