Although Living Trusts are widely regarded as one of the most effective tools in estate planning, most people neglect to establish a trust because they feel that their estate is too small to justify the time and expense of preparing one. Even people with large estates sometimes fail to execute a trust simply due to [...]
Archive for August, 2011
5 Reasons You Need a Will
Posted in Estate Planning, tagged domicile, Estate Planning, estate tax, Executor, guardian, intestate succession laws, living trusts, will on August 31, 2011 | 2 Comments »
Don’t Just “Stay the Course”
Posted in Financial Planning, tagged career, diversification, global economy, investment returns, lifestyle, recession, risk, SWOT analysis on August 25, 2011 | 1 Comment »
S-L-O-W growth is forecasted for the global economy, meaning higher risks and sub-par investment returns. Extreme market ups and downs are expected to be the new normal. Some economists forecast a 30% chance of a double-dip recession. What can you do in the face of such a dim outlook? Doing nothing isn’t the answer. This is no time to [...]
A Worthwhile Financial Market Diagnosis
Posted in Investments, tagged Bruce H. Lipton, fear, investing, market anxiety, markets, reward, risk tolerance on August 22, 2011 | 3 Comments »
Sometimes I find the best people to relate with about the markets are the ones I least expect. In fact, sometimes hearing economists explain markets can make the least amount of sense. I’m amazed how I can find more from a PhD holder in developmental biology, than an economist recommending the solution to our [...]
College Finances – The Basics & Beyond
Posted in Education, tagged budget, credit cards, credit score, college, financial literacy, technology, personal finance, Family Educational Rights & Privacy Act on August 17, 2011 | 1 Comment »
Students, it’s time load up the cars with the clothes, bedding, soap, deodorant and toothpaste your parents will implore you to use on a daily basis and everything else that will fit in an 8’ x 8’ dorm room and head off to school. Whether freshman year or a return trip, more and more attention [...]
Financial Fortitude
Posted in Credit/Debt, tagged debt, debt ceiling, financial distress, financial future, goals, values on August 11, 2011 | Leave a Comment »
Lately it seems that many of our discussions around money are doom and gloom, both on the national level (global, actually) and within our own households. The recent conversations about the debt ceiling were both mind boggling and distressing to me and to most of the people I know. The hostility, blaming and aggression toward [...]
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Bloggers
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Lee Baker, CFP®
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Rick Kahler, CFP®, MS
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Bonnie Hughes, CFP®
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Rick Miller, CFP®
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Robert Schmansky, CFP®
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Francis St. Onge, CFP®
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Karin Maloney Stifler, CFP®, AIF®
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Somnath Basu
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Jude Boudreaux, CFP®
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FPA Guest Blogger
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Sam Hull, CFP®, ACC
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Dave Caruso, CFP®
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John Comer, CFP®
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David Bergmann, CFP®
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Joe Pitzl, CFP®
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Chip Workman, CFP®
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Saundra Davis
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Gelasia Steed, CFP®
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Aaron Coates, CFP® CIMA
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Michael Snowdon, CFP®
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Pamela Sandy, CFP®
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Mike Branham, CFP®
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Edward W. Gjertsen II, CFP®
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Constance Stone, CFP®
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Andrew B. Chou, CFP®
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