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Financial Planning

New Frontier for Successful Aging: Financial Gerontology in the Spotlight at White House Conference on Aging

Paul H. Irving | Posted 07.22.2015 | Fifty
Paul H. Irving

Fresh ideas and approaches can empower a brighter future of aging, and the emergence of financial gerontology is cause for hope. This link between two disciplines that are critically important to the aging population presents the potential for new solutions and healthy, productive and purposeful outcomes for today's older adults and for generations to come.

Summer Reading: Investing 101

WiserAdvisor.com | Posted 07.16.2015 | Business
WiserAdvisor.com

Investing books may not sound like a thrilling beach read - it's no spy thriller or comedic novel - but you may still want to peruse a few investments books or articles while you're sitting on the deck or patio during these warm summer nights.

Part 3: Valuable Tips for Parents of Millennials from the Gen Y Guy

Jerry Patterson | Posted 06.30.2015 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. That research illustrated a number of key themes that highlighted how to help millennials save money and prepare for the future.

Money Management for the 'Boomerang' Household

Jason Alderman | Posted 07.07.2015 | Business
Jason Alderman

Combined households sharing living expenses, childcare, eldercare and maintenance duties made life more affordable in the '50s. Due to recent economic realities, multi-generational living has been on the rise for many families.

Fighting for Equitable Financial Services: Money Challenges Facing Same-Sex Couples

Lule Demmissie | Posted 06.25.2015 | Gay Voices
Lule Demmissie

No doubt the face of financial planning will be much impacted by the ever-growing presence of legally recognized same-sex married couples and families across the country. In many ways it will be simpler, but in others more complex.

Reverse Mortgages: An Understanding Of The Risks

Andrew Lieb | Posted 06.18.2015 | Business
Andrew Lieb

This month, the Consumer Financial Protection Bureau (CFPB) published the article A closer look at reverse mortgage advertisements and consumer risks, which examines its study of advertisements for this product to older homeowners.

Can You Be Greater Than Your Suffering?

David Geller | Posted 06.18.2015 | Healthy Living
David Geller

You can choose to see yourself as a victim. You can lament your fate and just struggle to survive until it passes. Or you can accept the truth that suffering is part of your journey and embrace the incredible opportunities it offers you to grow and develop. Here are just a few to consider.

My Challenge to Warren Buffett

David Geller | Posted 06.12.2015 | Business
David Geller

Buffett said, "A rich person should leave his kids enough to do anything but not enough to do nothing." Many of our clients and prospective clients reference this famous quote.

5 Reasons Millennials Don't Trust Financial Planners

Casey Bond | Posted 06.30.2015 | Business
Casey Bond

Some millennials who would be excellent candidates for financial planning services never take advantage because they don't understand what it entails, the benefits of hiring a financial professional or even what type of professional they need.

A Plan B For Millennials Who Aren't or Won't Be Homeowners

Bob Lotich | Posted 06.10.2015 | Business
Bob Lotich

The topic of Millennials opting out of homeownership has become a major phenomenon in recent years. There is plenty of research, as well as various theories, as to why this is happening. Wage stagnation, job instability, high debt levels, lack of ability to save for a down payment, and the need for employment mobility are commonly cited causes.

Why Give Philanthropically? A Practical, Financial Viewpoint from Sharon Epperson

Dr Monique Y. Wells | Posted 06.02.2015 | Business
Dr Monique Y. Wells

Giving is the fourth pillar of Arianna Huffington's Third Metric. It provides numerous advantages in terms of health and well being. For U. S. citizens, it also provides significant fiscal advantages for individuals - including those who are nearing retirement.

Preparing Your Children, and your Wallet, for College... Sure-Fire Strategies to Lessen the Financial Pain

Irvin G. Schorsch III | Posted 06.02.2015 | HuffPost Home
Irvin G. Schorsch III

You just can't rush into some things or leave them to chance. Preparing your son or daughter for college is one of them.

Understanding Your Finances After Your Child Is Accepted to College

WiserAdvisor.com | Posted 06.01.2015 | Education
WiserAdvisor.com

When your child gets an acceptance letter to college, you might feel excited - but also worried about money.

Annuities, Experts and My Losing 90 Pounds

Don McNay | Posted 05.21.2015 | Business
Don McNay

I was in a coffee shop, having breakfast with my daughter, Angela Luhys, on a week when my weight loss had reached the 90 pound mark since November. While sharing this great milestone with Angela, the guy in the booth behind me was trying to sell an annuity.

Awkward Prom: Business Lessons From Your 17-Year-Old Self

Jack Stahlmann | Posted 05.19.2015 | Business
Jack Stahlmann

Last weekend I found myself in a time machine of sorts: at an Olive Garden lobby, in a sea of high school students dressed to the nines. Between the whiffs of breadsticks and uninspired Italian dishes, the smell of youthful exuberance was alive and well.

3 Important Financial Lessons For Recent College Grads

Andrew Plepler | Posted 07.02.2015 | Business
Andrew Plepler

A new graduating class of talented college students will soon walk across the stage to receive their diplomas, and if you’re reading this, you may b...

Are Your Gay Friends Making You Poor?

David Rae | Posted 05.18.2015 | Gay Voices
David Rae

Tip of the week: Know what you can afford and don't be afraid to say no. You can always say yes later when your financial planning pays off with some big dividends.

How Much Money Will You Have Left When You Die?

Buck Wargo | Posted 05.15.2015 | Fifty
Buck Wargo

A new study paints a frightening picture about the correlation between Americans' chances at a longer life and their income and assets.

Part 2: Valuable Tips for Financial Advisors from the Gen Y Guy

Jerry Patterson | Posted 05.07.2015 | Business
Jerry Patterson

My visit with Jason followed on the heels of some extensive research I was involved in, to gain a better understanding of millennials' financial habits. In addition, we also investigated the role (or lack thereof) a financial advisor plays in helping millennials plan and save. The results? As varied as their personalities.

4 Retirement Risks You Should Consider

Eric Taylor | Posted 05.06.2015 | Money
Eric Taylor

Although the road to a comfortable retirement is full of uncertainty, the good news is that you don't need to predict the future to be able to prepare for it. You have the power to make decisions today that will directly impact how you live tomorrow.

Avoiding A Personal Retirement Crisis

Stuart Robertson | Posted 05.06.2015 | Money
Stuart Robertson

With the future of Social Security uncertain and an increasing number of workers approaching retirement, having access to intuitive, low-cost retirement plans along with a sound strategy to work toward retirement goals is more important than ever.

6 Retirement Planning Myths

PaladinRegistry.com | Posted 05.07.2015 | Money
PaladinRegistry.com

Retirement is often thought of as a far off and hard to achieve nirvana, here are a few endearing myths that may throw off your financial planning.

6 Financial Moves to Consider Before You Turn 30

Graham Ober | Posted 05.06.2015 | Money
Graham Ober

When the big 3-0 is right around the corner, it can seem like all your biggest anxieties about money are culminating into one apocalyptic mess. Getting married, having kids and saving for retirement, once distant goals with their own financial implications, have now edged their way up to the top of your to-do list. But turning 30 can also be a time when you finally figure things out.

Revisiting the Rent vs. Buy Debate

Toni Haber | Posted 05.04.2015 | New York
Toni Haber

A universal decision crucial to residents across the country is the choice to rent or to buy a home. In New York City where both rental and purchase prices are not cheap, the decision can be haunted by uncertainty.

How To Model Good Money Habits To Your Kids

Andrew Plepler | Posted 07.02.2015 | Business
Andrew Plepler

Based on my experience raising three children, I know how difficult it can be to find the time and focus to teach them about the basics of money. But ...