Category Archives: Financial Planning

Did Mom Miss Out on this Important Gift?

For mothers everywhere, the gift that keeps on giving beyond Mother’s Day is one of financial security and that is something that can be challenging for people who spend the majority of their time putting the interests of others first. Continue reading

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Posted in Financial Planning, Money Doc | Tagged , , , , , | Leave a comment

Rules That Are Meant to Be Broken

Sometimes, there are rules that need to be updated in order to keep up with the changing world. Continue reading

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Posted in Communicator, Financial Planning | Tagged , , , , , | Leave a comment

The Cost of Raising My Colt

A government report last year from the Agriculture Department’s Center for Nutrition Policy and Promotion found that middle-income parents will spend about $235,000 in child-related expenses from birth through age 17. Continue reading

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Posted in Financial Planning, H.R. Guru | Tagged , , , , , | Leave a comment

Can Dr. Seuss Help Us With Financial Literacy Too?

To recognize the importance of financial literacy, the CFP Board has enlisted the creative genius of Dr. Seuss to help explain a few of the most essential concepts of personal finance. Continue reading

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Posted in Financial Planning, Guest Bloggers | Tagged , , , , , | Leave a comment

Where to Invest Short Term Money

Your local bank’s savings account isn’t your only option for short-term savings. But there’s no one right answer for which of these alternatives is the best. It all depends on when you need the money, what the purpose for it is, how much you have, and how much risk you’re comfortable with. Continue reading

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Posted in Basic Investing, Financial Planning, Rebel | Tagged , , , , , | Leave a comment

Why Disability Protection is So Important

Tweet Several weeks ago, my brother was working on some routine plumbing around the house when he bent over to pick something up.  As he straightened up, he heard a “pop” and felt a sharp pain in his knee.  Immediately, … Continue reading

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Posted in Financial Planning, Rebel | Tagged , , , , , | Leave a comment

Determining Your Life Insurance Needs Takes More Than a Calculator

Tweet While I don’t sell life insurance, I get a lot of questions about how much insurance someone should own.  Maybe it’s BECAUSE I don’t sell it that I get the question.  If I sold it, I’d have a vested … Continue reading

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Posted in Communicator, Financial Planning | Tagged , , , , , | Leave a comment

Money Tight? Make it Work Harder For You

Tweet Last year, employees got a break, a 2% bump in their take home pay, thanks to the payroll tax holiday enacted by President Obama to try to boost the economy in 2011- 2012.  The employees’ share of Social Security … Continue reading

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Posted in Financial Planning, Money Diva | Tagged , , , , , , | Leave a comment

The Worst Savings Account in America

Tweet Imagine I told you about a special savings account that you could contribute to with money automatically deducted from your paycheck every pay period. Sounds like a great way to save, right? Now imagine that this account earns no … Continue reading

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Posted in Financial Planning, The Maverick | Tagged , , , , , | Leave a comment

What’s Probably Missing From Your Financial Plan

Just because your financial life seems to be on track, doesn’t mean it’s not missing some vital elements. Continue reading

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Posted in Financial Planning, The Maverick | Tagged , , , , , | Leave a comment