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Articles in Comprehensive Financial Planning

Comprehensive Financial Planning refers to advisors who consider all aspects of financial advising in order to come up with a single, all-inclusive financial plan to meet all of your planning needs.
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Is Now the Time to Refinance?

by Cameron Hamilton Level 12
In the first Godfather movie, young Michael Corleone says the famous line, “It’s not personal, Sonny.  It’s strictly business.”  Anyone who has seen the movie or been on the receiving end of this saying knows that every ...(more)
Comment   |  Oct 27, 2016
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Lessons from Ailing Pension Plans

by Cameron Hamilton Level 12
Benjamin Franklin wrote that nothing in this world can said to be certain, except death and taxes.  If he lived today, he might add underfunded pensions as a third certainty.   The Pew Charitable Trusts¹ reported this ...(more)
Comment   |  Oct 27, 2016
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Why Losing Hurts So Bad

by Cameron Hamilton Level 12
It’s time for a pop quiz!  There are only two questions so there’s no need to play sick and cut class.  This will be quick and painless. Question 1: Which do you choose? A.) Get $900 for Sure B.) 90% Chance to Get ...(more)
Comment   |  Oct 27, 2016
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Are Stock Buybacks Good or Bad?

by Cameron Hamilton Level 12
 Microsoft announced¹ last week that it has authorized up to $40 billion in stock buybacks this year. Investors may wonder why a company would choose to purchase its stock at a time when the company and both major ...(more)
Comment   |  Oct 27, 2016
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5 Must-Do Money Moves When a Baby Arrives

by Nicholas Ronald Vail Level 10
You’ve recently had a child, congratulations!  What an exciting time for you and your family.  You are probably swamped with visitors wanting to check out your “little one.”  Everything may seem like a whirlwind for you ...(more)
Comment   |  Mar 09, 2016
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Special Needs Trust | Estate & Financial Planning for Family

by Kristine D'Esterhazy, CFP® Level 13
When our child was diagnosed with a developmental disability, the last thing on our minds was estate planning.  We were immersed in the world of Early Steps, doctors, therapy, and Individualized Education Plans.  Then, ...(more)
Comment   |  Jan 08, 2016 from Jacksonville, FL
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The Shrinking Bag of Social Security Tricks

by Elliott Henry Weir Level 10
Recently, Congress passed a budget bill ending the “file-and-suspend” Social Security planning technique. Does it matter now when to start taking your Social Security benefit?   Yesterday’s news headlines provided me ...(more)
Comment   |  Dec 01, 2015 from Austin, TX
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A Wealthy Tale

by Carlos Sera Level 20
A WEALTHY TALE “WHAT IS WEALTH?”     For as long as I remember, I’ve been fascinated with the concept of wealth.  It is a subjective concept that we’ve objectified.  Almost 99% of the world’s objective wealth ...(more)
Comment   |  Sep 24, 2015
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Social Security: A Woman’s Perspective

by George Cabalu Level 20
Regardless of whether you’re a man or a woman, Social Security will not – and was never designed to – provide all of the income you’ll need to live comfortably during retirement. At best, your income from Social ...(more)
Comment   |  Apr 23, 2015
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Fiduciary Advice in the Limelight

by Sheri Cupo, CFP® Level 20
If you are keeping an eye on the financial press, you may be noticing a flurry of commentary of late, with respect to a financial advisor’s duties and obligations to his or her clients. The White House recently ...(more)
Comment   |  Mar 19, 2015 from Morristown, NJ
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What Sheri’s Been Reading: February 2015 Edition

by Sheri Cupo, CFP® Level 20
The Biggest Threat To Your Portfolio (The Reformed Broker) You. It’s Hard to Top Traditional Diversification (ServoWealth) “Regardless of what you’ve been told by Wall Street marketing departments, there is no need ...(more)
Comment   |  Feb 26, 2015 from Morristown, NJ
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4 Financial Planning Myths

by James M. Liotta, CFP®, NSSA®, MBA Level 18
Myth #1: “My situation is very simple. Comprehensive planning is overkill.” Some people may feel that their situation is straightforward and therefore does not require a financial plan. This stems from a ...(more)
Comment   |  Feb 02, 2015
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Questions That You Should Ask Your Financial Advisor

by Martin A. Smith, CRPC®, AIFA® Level 19
Comment   |  Jan 20, 2015 from Bethesda, MD
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Common financial mistakes, a few things you can’t Afford to Do

by Tim Hayes, AIF®, CRPS®, AWMA®, CFS® Level 20
Are you making mistakes with your money? Many people do, because of inattention, a lack of knowledge or confidence, or relying of the advice of friends rather than professionals. Here are some all-too-common money ...(more)
Comment   |  Dec 30, 2014 from Boston, MA
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Retirement Plan Options

by Terrance B. Agnew, MBA, AIF ® Level 17
Many, if not most, people find themselves leaving their current employer. These changes occur for various reasons. The reasons vary from retirement to an employer terminating an employee (again for numerous ...(more)
Comment   |  Sep 07, 2014 from Sierra Vista, AZ
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Wealth Management Planning & Wealth Managers

by Terrance B. Agnew, MBA, AIF ® Level 17
Many people when they hear or read about wealth management and/or wealth managers they scoff.  They believe wealth management is only for millionaires or billionaires. However, wealth management is for everyone. Any ...(more)
Comment   |  Aug 24, 2014 from Sierra Vista, AZ
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Seven Money Tips For A New Marriage

by Theodore Michael Jenkin Level 19
You just got married, but you may not have realized that your money did as well.  One of you is a spender and one is a saver!  How in the world will you make it work?   Especially now that many people are getting ...(more)
Comment   |  Jul 08, 2014 from Alpharetta, GA
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What Should You Do Before You Quit Your Job

by Theodore Michael Jenkin Level 19
You have officially decided that you want to quit your job.   While all of your emotions tell you to write the resignation letter and head to your bosses office, you muster up the energy to consider the pros and cons of ...(more)
Comment   |  Jul 07, 2014 from Alpharetta, GA
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Municipal Bonds? Safe or Sham?

by Rubin Paul Nichols Level 13
Altoona, Pa. - It has happened again!  Investors depending on municipal bonds for a secure retirement should be concerned.  For the second time in three years, the Security and Exchange Commission has slapped another ...(more)
Comment   |  Mar 07, 2014 from State College, PA
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Annual Reviews are Important

by Richard W Greene, CLU, ChFC Level 14
  Richard W Greene, CLU, ChFC, IAR In a few more days you will have received your 2013 1099s and will begin the process of preparing to meet with your CPA. This year prepare another pile of insurance policies, ...(more)
Comment   |  Jan 23, 2014 from Tucson, AZ
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