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 [...]
Archive for the ‘Insurance’ Category
Love is in the Air – Planning Past the Wedding
Posted in Banking, Credit/Debt, Divorce, Education, Home Ownership, Insurance, Investments, Retirement, Savings, tagged allowance, credit cards, credit score, debt, financial personality, financial planner, inheritance, Insurance, saver, spender, wedding, wedding planning on February 17, 2010 | Leave a Comment »
Pants On The Ground
Posted in Disaster Planning, Home Ownership, Insurance, Investments, Retirement, Savings, tagged American Idol, assets, finance, insurances, mortgage, Pants on the Ground, portfolio on February 15, 2010 | 3 Comments »
Pants on the ground Pants on the ground Lookin’ like a fool with your pants on the ground With the gold in your mouth Hat turned sideways Pants hit the ground Call yourself a cool cat Lookin’ like a fool Walkin’ downtown with your pants on the ground By General Larry Platt Okay, I’m quite [...]
Health-care Laws Provide Opportunity for Financial Planning
Posted in Insurance, Medical & Health Issues, tagged deductible, health care plan, health care savings account, health savings plan, higher employer costs, higher premiums, higher taxes on January 19, 2010 | Leave a Comment »
Whether you support or disagree with the inevitable health care plan coming out of Congress, it will be wise to pay close attention to the financial consequences of the legislation. Consequence One: Higher Taxes. The House bill puts an additional 5.4% tax on singles earning over $500,000 a year or couples with over $1 million. The [...]
New Year’s Resolutions of the Financial Kind
Posted in Employment, Home Ownership, Insurance, Investments, Retirement, Savings, tagged 401(k), financial plan, Insurance, IRA, mortgage, New Years, resolutions, Roth IRA on December 16, 2009 | Leave a Comment »
While it isn’t quite New Year’s just yet, we are getting close. So this month I thought I’d share some thoughts regarding that most popular tradition — New Year’s Resolutions. Only these are resolutions of the financial kind. The very first resolution on your list for the coming New Year should be to get a written [...]
I’m Too Young to Need Insurance
Posted in Insurance on November 23, 2009 | 1 Comment »
In my last article, I discussed how insurance is the foundation of a solid financial house. Continuing in that theme, I’d like to illustrate how vital life insurance is in that big financial picture. Stephan and Matt were young, 27-year-old entrepreneurs setting up a technology business, and they came to me to discuss financial matters [...]
The Great Healthcare Debate
Posted in Education, Insurance, Medical & Health Issues, tagged COBRA, democrats, health insurance, healthcare, healthcare access, HR 3962, Medicare, public option, republicans on November 16, 2009 | Leave a Comment »
In 1858 Abraham Lincoln and Stephen Douglas engaged in a series of debates during the U.S. Senate election campaign for the state of Illinois. The central focus of the debates was the issue of slavery. Interestingly enough, Lincoln lost the race but later went on to win the Presidency. These debates shaped the future of [...]
How to Avoid a “Madoff”
Posted in Charitable & Planned Giving, Insurance, Investments, Savings, tagged custodian, FINRA, investment advisor, investment insurance, Madoff, NASDAQ, Ponzi scheme, SEC, securities on November 12, 2009 | Leave a Comment »
On December 10, 2008, investors froze in their tracks as they wondered whether they were victims of the Bernie Madoff Ponzi scheme. Dentists, doctors, hairdressers and housewives were all equally victimized by this supposedly well-respected, highly intelligent investment adviser. It’s likely that you know someone who was affected by the illegal investment activity of Bernie [...]
Tax Tips for This & Next Year
Posted in Employment, Estate Planning, Home Ownership, Insurance, Investments, Medical & Health Issues, Retirement, Savings, Taxes on November 6, 2009 | Leave a Comment »
As we head into the fourth quarter of the year, now is a good time to consider year-end tax planning for 2009 and look ahead to what’s new for 2010. First let’s consider what you might do between now and year-end to manage your 2009 income tax liability. We recommend you work with your CPA [...]
I Never Knew Her
Posted in Insurance, Medical & Health Issues, tagged Breast Cancer Awareness Month, guardian, healthcare directives, life insurance, living will, medical bills, medical expenses on November 2, 2009 | Leave a Comment »
I went to Kroger for a weekly trip to the grocery store. Batteries, spaghetti and other items were adorned in pink. I watched baseball games and saw pink bats and gloves. Even as I sat and watched my beloved Pittsburgh Steelers there it was again. Big rough and tumble football players wearing pink cleats, wristbands, [...]
Your Financial House
Posted in Insurance, tagged adviser, advisor, automobile insurance, disability insurance, financial adviser, financial advisor, financial foundation, financial future, financial house, financial planner, health insurance, homeowners insurance, insurance coverage, insurance protection, life insurance, long-term care insurance, personal liability insurance, protecting income, risk management, underinsured on October 21, 2009 | Leave a Comment »
The most important structural aspect of any house is, of course, the foundation. Yet when it comes to people’s financial house the foundation is often overlooked. In this case, your foundation is risk management, or, as it’s commonly called, insurance coverage. This coverage includes life, health, disability, long-term care, and personal liability, as well as [...]
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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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Tara Scottino, 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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Mary Beth Storjohann, CFP®, CDFA
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Ara Oghoorian, CFA, CFP®
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