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Archive for the ‘Banking’ Category

Love is in the Air – Planning Past the Wedding

Posted in Banking, Credit/Debt, Divorce, Education, Home Ownership, Insurance, Investments, Retirement, Savings, tagged , , , , , , , , , , , on February 17, 2010 | Leave a Comment »

Have you noticed the magazine covers this month? Not that one — Sports Illustrated notwithstanding, you are probably looking at several wedding covers on the magazines in your grocery checkout line. If you have young adults in your family, chances are you’ve experienced the wedding vortex on some level or may soon. If you are a [...]

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Annual Fiscal: Retirement Planning

Posted in Banking, Education, Investments, Retirement, Savings, tagged , , on February 10, 2010 | Leave a Comment »

Annamaria Lusardi, the Joel Z. and Susan Hyatt professor of economics at Dartmouth College and a research associate at the National Bureau of Economic Research, recently wrote a blog about the need for a fiscal checkup. Lusardi points out that many people have used some recent “negative shocks” to make adjustments in their finances. She asks, [...]

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5 Small Steps That Will Improve Your Financial Life

Posted in Banking, Credit/Debt, Savings, tagged , , , , , , , , , on January 28, 2010 | 1 Comment »

“A journey of a thousand miles begins with one step.”  ~ Confucius Call me an optimist. I believe that each one of us is capable of doing just about anything, if only we truly commit to working at it every day. Consistent effort applied every day can yield amazing results, and lead to new habits. [...]

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Beware Barnyard Rules Investing

Posted in Banking, Investments, Retirement, Savings, tagged , , , , on January 11, 2010 | 6 Comments »

In early grade school, my next door neighbor and best friend Mike and I were absolutely inseparable. Any free time you could find us engaged in all varieties of physical games — from basketball, football, to roller hockey. You name the sport, and we could be seen trying to make a one-on-one game of it in [...]

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A New Way to Manage Your Household Finances & Build Your Savings

Posted in Banking, Credit/Debt, Savings, tagged , , , , , , , , , , , , on January 4, 2010 | Leave a Comment »

While “pay off debt” and “save” once again top New Year’s Resolutions lists, research shows 75 percent of us will fail to keep those resolutions within three months. The problem is typical budget approaches and products simply track past expenses and mistakes but provide little insight into the money behaviors we need to change. We advise [...]

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Current Thinkers on Our Financial System

Posted in Banking, Credit/Debt, Education, Investments, Retirement, Savings, tagged , , , , , , , on December 14, 2009 | Leave a Comment »

If you’re like me, you might prefer to get your news from sources who think a lot like you — people with similar political views, topical interests, as well as the same basic reference point of the world, its problems and solutions. But, when it comes to fixing a system that involves all of us, we [...]

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Ten SIMPLE Financial Planning Strategies that Never Go Out of Date

Posted in Banking, Investments, Retirement, Savings, Taxes, tagged , , , , , , , , , , , , , on December 9, 2009 | Leave a Comment »

As we look to the future, there are many lessons we can learn from our past.   The following 10 strategies are lessons that prevail whether economic climates are erratic or calm.  Allow them to serve as the foundation principles for your financial plan.  1. Maintain an Emergency Fund — Always maintain a reserve account equal to three [...]

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Will Your Savings Bond Reach Face Value in 8 Years? Introducing the Rule of 72

Posted in Banking, Investments, Retirement, Savings, tagged , , , , , , on November 25, 2009 | 1 Comment »

Last week I made a presentation to a bunch of high school students on the importance of basic financial planning skills.  I had hopes that my presentation would open up a discussion on how to handle gifts, allowances and prepare for larger purchases such a college education or their first car. Yet, surprisingly, there was [...]

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‘Tis the Season…Plan Now for Merry and Bright Holidays

Posted in Banking, Charitable & Planned Giving, Credit/Debt, tagged , , , , , , , , on November 12, 2009 | Leave a Comment »

Before any creatures were stirring, I dashed out of my house at about 7 a.m. last Saturday to Target to stock up on home essentials. I pranced into the cheerful store, took the reigns on a red cart and began to fly around the neatly arranged aisles with my list — which I had checked [...]

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Will the Gold Rush Continue, or will Fool’s Gold Rule?

Posted in Banking, Investments, Retirement, Savings, tagged , , , , , , , , , , , , , on October 28, 2009 | 3 Comments »

Be Aware of the Risks When Considering Gold in Your Portfolio Have you heard this one lately? “Gold has returned more than 300 percent over the last decade. How is your IRA doing?” If you haven’t yet, you almost certainly will. Gold is at all time highs. Concerns about the dollar and the global “flat” [...]

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