June 1, 2010

Among sponsors of 401(k) plans, overall satisfaction with retirement plans is down 30% to 40%, according to the recent 401kExchange 2009 Provider Rating Report. 

Most Americans are not prepared for retirement and their company sponsored retirement plan is typically the...

December 1, 2009

All too often, taxpayers focus on only whether they get a refund or have to make a payment on April 15th.  However, at this point there is little or nothing you can do to change your tax situation.  Proper tax planning in advance, annually or even projecting out many y...

September 1, 2009

Why enlist the services of a financial planner when your holdings are down or you’re facing financial problems?  Because as dark as times seem, you’re actually giving yourself a fresh start in building a stronger financial future. 

Indeed, many people don’t make th...

June 1, 2009

Wedding season is underway and newlyweds are vowing to have and to hold from this day forward.  While many couples have talked about combining their apartments and furniture, many have not talked about how they will combine their finances after the big day.  In fact, m...

March 1, 2009

Cap and gown season is right around the corner, and for grandparents hoping to do something nice for their grandkids and something sensible for their estate, there are options to explore.

Roth IRAs: Parents or grandparents may want to consider setting up and funding a R...

November 1, 2008

Are you shying away from making essential financial decisions in the midst of the current economic uncertainty?  Although there has been a tremendous amount of attention on the anticipated tax law changes for 2009, time is running out to reduce your 2008 tax bill.  In...

September 1, 2008

A Health Savings Account (HSA) is a great way to reduce your taxes now and save for medical expenses later in life.  While the HSA is similar to the Flexible Spending Account, the HSA has the advantage that you do not have to “use it lose it” all in one year.  This mak...

June 1, 2008

The most frequent question I receive from clients is how much do they need to save for retirement.  The answer is more complex than expected.  More and more people have big plans for retirement, such as traveling the world, philanthropic activities, going back to colle...

March 3, 2008

Americans are saving less than ever before and most people are not saving enough for future needs, whether it is to retire comfortably or fund their children’s college.  Many people who are not saving enough have settled into a lifestyle supported by their income level...

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