Financial Planning Archives

The Charitable Mindset: When To Start Educating Your Children

The financial landscape is replete with the "how" of charitable giving. That is, how one [...]

Does "Set It and Forget It" Work for Retirement Savings?

Inventor and TV pitchman Ron Popeil became famous for his Ronco rotisserie oven, selling well [...]

How To Pay For Long-Term Care

"First and foremost, there has to be a need for life insurance," says Nelson Rivera, [...]

Don't Let Cyber Thugs Keep You From Digitizing Key Documents

Cyber-security should not be a barrier to developing a customized plan to consolidate, organize, archive [...]

Don't Let Your Kids Squander Your Wealth - Start Talking To Them

Although generational discussions around family wealth and future inheritances remain taboo, lack of financial discussions [...]

Be Considerate To Your Family And Clean Out Your Files

Consolidating, organizing, archiving and digitizing your personal paper life now will reduce the strain on [...]

Calculating Your 'Magic Number' - A Fool's Errand

Trying to quantify your financial future into a single “magic” number is far too simplistic [...]

When is the best time to talk to clients about cash flow?

Increasing revenue at an advisory firm while reinforcing the value proposition is hard work.Absent the [...]

Will 'Financial Neurosis' Destroy Your Retirement Dreams?

Financial planning and decisions based on financial circumstances of a prior stage in life rather [...]