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Whether you need advice about retirement planning, estate planning, tax planning, college planning, charitable planning, debt management, or insurance planning, there is a financial advisor out there who is well-equipped to help you achieve your goals.
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Our brains, as we age, and money

by Larry R Frank Sr Level 20
How well can we function at work as we grow older? Or continue to manage our money? Research that has looked at cross-sectionsas well as longitudinal groups of people have provided great insights to these ...(more)
Comment   |  7 days ago from Roseville, CA
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The Value of a Financial Advisor

by W. David Kern, CFP® Level 13
An advisor can add up to 3% in net returns We’ve written before about the value of working with a financial advisor. In that post by James Lenhoff, he discussed how ‘the real value of a financial advisor is rooted in ...(more)
1 Comment   |  Aug 01, 2017
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Complacency is not a strategy

by John Stackhouse Level 6
There is comfort in hitting a good stride. It is cozy when all is great at work, at home, the economy around you. It feels satisfying when we have the little gears of life running in order. It may be a combination of ...(more)
Comment   |  Jul 24, 2017
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What are some tips for managing my money?

by Dempster Robert Cherry Level 8
Either type or paste your guide content As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach. Spending a few ...(more)
Comment   |  Jul 23, 2017
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What is the best way to plan for your assets to remain within your bloodlines?

by Nicholas Joseph Scheibner Level 14
A 60-second read by Nicholas Scheibner:  When planning your estate, it is important to divide all of your accounts into two groups:  accounts with designated beneficiaries and accounts with no designated ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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What is the Best IRA for a Young Investor?

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner:  Before deciding which kind of IRA to open, the first thing you would want to do is check with your employer about 401(k) offerings. If your employer provides any company match ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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New Jersey Public Employees – Things to know about your Retirement Income

by Nicholas Joseph Scheibner Level 14
As public employees for the great state of New Jersey, there are some important factors to consider when it comes to your retirement income. Regarding Your Pension: New Jersey Pensions fall into two categories: “I ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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NJ Tax Payers: Make Sure You Always Claim Your Medical Expenses

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner:  New Jersey is certainly not known as a “tax-friendly” state.  However, the garden state has a much lower threshold on Medical Expense deductions than the federal government. ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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What to do if you filed for Social Security and you changed your mind

by Nicholas Joseph Scheibner Level 14
(Est. Read Time: 40s) If you began taking Social Security before full-retirement age, and are looking to postpone payments until a later time, there is a solution: the 1-year payback rule. The 1-year payback rule ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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Are You Planning For Your Long-Term Care?

by W. David Kern, CFP® Level 13
Like estate planning, long-term care (LTC) planning is a critical component for building a financially secure future. However, many people tend to put it off or actively avoid it all together. The advantage to planning ...(more)
Comment   |  Jun 28, 2017
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How to Perform a Midyear Review of Your Finances

by W. David Kern, CFP® Level 13
No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you ...(more)
Comment   |  Jun 21, 2017
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3 Reasons Why Funding your Health Savings Account Should Be A Priority

by W. David Kern, CFP® Level 13
Amid the ever changing and complex realm of healthcare, at least one thing remains constant and relatively easy to navigate – Health Savings Accounts (HSA). A HSA is a personal savings account that allows you to pay ...(more)
Comment   |  Jun 21, 2017
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Did you think to remodel your home?

by Brent Leavitt, CFP® Level 11
  Did your retirement plan involve a home remodel? Or even a home remodel remodel? My mother-in-law spent about a decade taking care of her mother. Not only did she require lots of attention and care, but she also ...(more)
Comment   |  Jun 08, 2017
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5 Compelling Reasons to Have a Roth IRA

by W. David Kern, CFP® Level 13
You know the old adage – ‘there’s no time like the present’. This is a noteworthy saying that is particularly true for young individuals and families who want to start saving seriously for the future. But how and where ...(more)
Comment   |  Jun 06, 2017
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9 Things You Must Know Before Retiring

by Nathan Garcia, CFP® Level 15
  Before Retiring you'll need to know these 9 pieces of information to have a better retirement:  1) When to file for Social Security 2) How much your Health Care costs will be 3) How much you currently spend 4) ...(more)
Comment   |  Jun 02, 2017
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Tiger

by Randy Brunson Level 18
  According to the World Federation of Exchanges database, there were about 15,000 publicly traded companies worldwide, in 1975.  This count grew to just over 43,000 by 2015.  What’s interesting is the change across ...(more)
Comment   |  May 25, 2017 from Suwanee, GA
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Planning for Alzheimer's

by Jeffrey Glenn Weeks Level 6
Have you misplaced your eye glasses recently? Or, have you recognized a face at the grocery store but been unable to recall the person's name? Forgetting a name or where we put our keys are typical realities for many ...(more)
Comment   |  May 10, 2017
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MUSCLE

by Randy Brunson Level 18
  From time to time we get questions about the tax implications of taking funds from the different types of IRAs.  Regular IRAs and Roth IRAs have differing distribution rules.  Following is a short summary.    For ...(more)
Comment   |  Apr 25, 2017 from Suwanee, GA
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STEM careers and finances

by Brent Leavitt, CFP® Level 11
  You make a living wage and have a strong career, but have you stopped to think about retirement and saving? You are probably doing better than most, because you are good with numbers and have the smarts to be able to ...(more)
Comment   |  Apr 21, 2017
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Keys

by Randy Brunson Level 18
  Two things to note first this week, which are taxes and politics.    First, the tax filing deadline for federal income taxes is April 18th.  Typically it would be Monday April 17th, since the 15th falls on ...(more)
Comment   |  Apr 20, 2017 from Suwanee, GA
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