Money and You

What Keeps You Up at Night? (Part 2)

October 1, 2014 | Filed under: Recent Articles, What Keeps You Up At Night

Know that you are not alone if you toss and turn as you try to fall asleep. In 'Part 1', we focused on the financial concerns of a married couple with young children, but noted that the Gallup-Healthways Well-Being Index shows 61 percent of Americans worry about how to manage their economic life to reduce stress and increase security. That’s a lot of worrying going on!

What Keeps You Up at Night?

August 4, 2014 | Filed under: Recent Articles, What Keeps You Up At Night

Are you tossing and turning as you try to fall asleep? Is there a lot of mind chatter running through your head about your financial future? For many of us, finances are what keep us up at night. The Gallup-Healthways Well-Being Index shows 61 percent of Americans worry about managing their economic life to reduce stress and increase security.

7 Tips for Financial Planning in your 70s

June 5, 2014 | Filed under: Popular Articles, Recent Articles, Related Articles

Many people in their 70s are retired. Whether you're one of them or not, it doesn't mean you should stop your financial planning – in fact it means you should pay even more attention as finances in your 70s offer more opportunities (and risks) now than ever before. Here are seven tips to help make sure you're well prepared for your 70s and beyond.

Six Steps for Financial Planning in Your 60s

April 5, 2014 | Filed under: Recent Articles, Related Articles

Surprise, your 60s have arrived! If you’re someone who hasn’t paid much attention to your financial future before, the 60s are the years to buckle down and get serious. If you have carefully planned your finances throughout your working life, then your 60s is the time to take a second look. Retirement is just around the corner for most people, so whatever your financial habits have been in the past, this is the decade that will determine what the next third of your life will look like.

Second Home Ownership

April 3, 2014 | Filed under: Recent Articles

Should you or shouldn't you?

Have you been daydreaming of owning a second, seasonal home? A vacation home situated on a mountainside with a fireplace or two, ski-in access and powdery slopes nearby – or perhaps a lakefront property with a front porch and a sweeping view of the sunlight on the water…sure sounds enticing.

Sudden Wealth Requires Thoughtful Planning

April 3, 2014 | Filed under: Popular Articles, Recent Articles

It’s nice to know that fortunes can change quickly and for the better. However, dealing with a financial windfall can bring a new set of financial issues that you haven’t encountered before and you might find to be unexpectedly challenging.

Succession Planning

March 3, 2014 | Filed under: Popular Articles, Recent Articles

Key to a smooth business ownership transfer.

From the outside looking in, it may appear that transferring a business (through a sale to an outside party or succeeding control/ownership to an employee and/or family member) is an easy, if bureaucratic, process. But the tiniest of scratches to the surface reveals all sorts of issues that require careful consideration; not the least of which is maintaining the success and profitability of the business throughout the ownership transition.

Financial planning tips for your 50s

February 13, 2014 | Filed under: Recent Articles, Related Articles

Here they come: the golden years. This decade could be the most critical when it comes to retirement planning. You have a career, a good income, and a plan in place for sending your children to college. However, chances are there are still things you need to do to strengthen your finances in order to retire.

Choosing a Financial Advisor

August 7, 2013 | Filed under: Recent Articles

Research is the First Step in a Successful Long Term Relationship

Many people select a financial advisor based on a simple recommendation from a friend or family member who “appears” to be financially successful. When your financial future may depend on the strength of another’s guidance, isn’t it wise to base the decision on more than just one subjective recommendation? There are many readily available, objective, and thorough tools that can help you choose a trustworthy and competent professional capable of helping to manage your money wisely. But finding the right advisor that addresses your unique and individual situation requires hands-on research. Chemistry (feeling comfortable with your advisor) is critical in your selection process, too. You deserve a planner you feel is approachable and will be available to you to answer your questions and concerns promptly and respectfully.