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Financial Planning

Some Bankruptcy Legal Facts and Suggestions

Brad Reid | Posted 02.03.2016 | Business
Brad Reid

This comment provides a brief and incomplete educational overview of a complex topic and is not intended to provide legal advice. Always consult experienced legal, accounting, and financial professionals in all specific debtor-creditor and bankruptcy situations.

Sharing Money Problems with Kids

Nathaniel Sillin | Posted 02.03.2016 | Business
Nathaniel Sillin

Kids are surprisingly resilient in the face of a crisis. But even so, serious family money troubles can potentially affect their home life, education and outlook on money management down the road.

Making Phased Retirement Work for You

Nathaniel Sillin | Posted 01.28.2016 | Business
Nathaniel Sillin

Phased retirement is a catchall term that covers a variety of part-time and reduced-hour work arrangements for workers getting close to retirement age...

Keeping Your New Year's Financial Resolutions

Nathaniel Sillin | Posted 01.22.2016 | Business
Nathaniel Sillin

For many of us, New Year's resolutions often vanish in days - weeks at most. The latest update of a University of Scranton study puts "weight loss" a...

How to Make the Most of Your Workplace Retirement Plan

Jacob Gold | Posted 01.22.2016 | Business
Jacob Gold

Workplace retirement savings plans are one of the most effective tools workers can use to better prepare themselves for retirement. Taking the time to maximize your savings through your plan today can go a long way toward saving for the future. Consider taking the following steps to make the most out of your workplace plan.

Take a Close Look at Social Security in 2016

Nathaniel Sillin | Posted 01.14.2016 | Business
Nathaniel Sillin

Any change to Social Security warrants attention, but there was enough activity late last year to require close reading and maybe a little additional planning if you're getting close to retirement age.

How to Set Financial Goals for the New Year

Lauren Bowling | Posted 01.13.2016 | Business
Lauren Bowling

I love the New Year time because everyone is looking forward to what they want to accomplish personally, professionally and (hopefully) financially.

What's a Financial Plan? Do You Need One?

Carrie Schwab-Pomerantz, CFP | Posted 01.11.2016 | Business
Carrie Schwab-Pomerantz, CFP

I'm in my late thirties, have a great job, and about to get married. Unfortunately, though, I don't feel that I have a real handle on my finances, especially as I look ahead to married life. Is there a good way for me to get up to speed?

5 Essential Steps to Help Your Financial Future in 2016

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

OK, I'm not going to call the following your Financial New Year's Resolutions because too many resolutions get broken all too easily (yes I'm talking to you, cheesecake!) But these 5 steps really do have the power to transform your money picture from meh to mega.

5 Ways to Be Charitable on a Budget

Nathaniel Sillin | Posted 01.06.2016 | Business
Nathaniel Sillin

Wherever you are on the income scale, there's always a way to be generous to others in need without damaging your own budget. Generally, if money is tight, give your time. And if both time and money are tight, you can get creative. Consider these steps first.

Does Your Investment Decision Making Reflect ESG Factors?

Bob Stammers | Posted 01.05.2016 | Business
Bob Stammers

Starting January 1, 2016, all registered pension plans in Ontario are required to identify whether Environmental, Social and Governance (ESG) factors ...

Question the Truth for Financial Success in 2016

Eric Roberge | Posted 01.04.2016 | Money
Eric Roberge

Think about where you learned how to manage your money. Were these skills taught by a true expert in the field, or were they handed down by someone who learned through trial and error? Then ask yourself, do your habits actually work for your life, or just for the present moment?

Create a Financial Calendar for the New Year

Nathaniel Sillin | Posted 12.23.2015 | Business
Nathaniel Sillin

As New Year's Eve approaches, I hear more people making resolutions about their gym memberships and careers than about handling their money in the com...

A Legal Introduction to a Pet Trust Fund

Brad Reid | Posted 12.18.2015 | Business
Brad Reid

Animal law has become a legal specialty in the past thirty years. While historically animals were purely "property," a "rights" or "companionship" viewpoint is slowly developing.

Happy Birthday ABLE Act

Michael Morris | Posted 12.18.2015 | Impact
Michael Morris

Dream big. Be enabled. Be empowered. Set savings goals. Enlist support of family and friends. Be ready for a more self-determined and self-directed future. Be ready to make your first contribution to a down payment on freedom.

Long-Term Care Planning -- Policies and Papers

William Borton | Posted 01.20.2016 | Business
William Borton

When contemplating the creation of a long-term care plan, you need to consider more than where and how you or a loved one may wish to receive care. You will need to determine the parameters of what that care would cost and decide how the care will be funded. Your own money or insurance, or a combination of both, are the most likely options.

Client Name: Mara Thon, Age: 26.2

Aleeka Kay Edwards | Posted 12.23.2015 | Hawaii
Aleeka Kay Edwards

Long-distance running is very similar to financial planning, both require persistence, consistency, proper pacing and the ability to trust your process.

Don't Let the Last-Minute Holiday Rush Crush Your Budget

Nathaniel Sillin | Posted 12.16.2015 | Business
Nathaniel Sillin

The final days of the holiday season offer constant temptation to overdo it. Whether it's gifts, decorations, food or drink, there seems to be a constant pressure to spend at year-end that can trip up the best of budgets. If this sounds like you, you're not alone.

What New Year's Resolution Do You Prefer: An Hour at the Gym Every Day, or an Hour (Total) With a Financial Professional?

Jerry Patterson | Posted 12.15.2015 | Business
Jerry Patterson

I recently had my own Groundhog Day scenario, but it wasn't about improving my physical health and wellness. I took part in a research project involving one-on-one interviews with Americans of all ages and backgrounds, to hear about their retirement plans and overall financial wellness.

5 Things to Do With an Unexpected Inheritance

Nathaniel Sillin | Posted 12.10.2015 | Business
Nathaniel Sillin

Whether it comes from a generous friend, relative or outside source, an unexpected financial windfall can be a life-changing blessing... or a very tough money lesson.

How I Changed My Lifestyle In 6 Months

Vishwarath Reddy | Posted 12.07.2015 | Healthy Living
Vishwarath Reddy

Work combined with being away from home gave me a certain freedom to design my lifestyle -- a pretty bad one. I began to panic when I observed some of the effects of my new lifestyle: hair-loss, short attention span and terrible financial discipline. So I started making conscious attempts to change my routine.

Leasing v. Buying Your Next Car

Nathaniel Sillin | Posted 12.03.2015 | Money
Nathaniel Sillin

Car leasing is a growing affordability option for drivers, but like renting or owning a house, there are important distinctions in getting the right deal on a lease versus a loan. Making the right decision requires good research and a close look at your finances.

Gender Equality in the Workforce Can Close the Wage Gap, the Retirement Gap and the Confidence Gap

Lule Demmissie | Posted 12.01.2015 | Money
Lule Demmissie

Women everywhere are working hard for their careers and their salaries. In turn, they must make that money work hard for them and plan now for the life they want.

Dear Newlyweds: Here's What You Should Know About Life After The Wedding

David Rae | Posted 02.02.2016 | Queer Voices
David Rae

I've been gay my whole life, a Certified Financial Planner for well over a decade, coupled with my sweetheart for six years and married to him for 13 months and counting. From this perspective, I'd like to share a few tips for a happy, healthy and successful marriage with my LGBT brethren.

Early Preparation Is The Key to Financial Success | Posted 11.24.2015 | Parents

As a practicing Certified Financial Planner® for 10 years, I can say my best clients have a great relationship with money. And the earlier you save t...