Everything is Fine, Just Don't Ever Die
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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Life Changes That Affect Your Insurance Plans (Part 2)
This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...
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Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
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Is This Wall Street or Las Vegas Blvd.
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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The Biggest Financial Mistake People Make
Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...
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Your Personal Debt Ceiling Crisis
It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...
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Funding Considerations for those Starting a Small Business
The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...
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Ready for a Rainy Day Save for Emergencies
It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...
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Financial Planning for Relocation During Divorce
What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...
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A Suitable Divorce Resolution Option for Your Family
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...
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The Real Cost of Paper US Savings Bonds
Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...
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How to Break the Paycheck-to-Paycheck Treadmill
Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...
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Invest in Yourself to Make Your Prospects Brighter
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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Matrimonial Bliss - Pros and Cons of Merging Your Finances
Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...
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Financial Confidence in Retirement
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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Why Im Thankful for Financial Planning
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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Dividing the Nest Egg in Divorce
Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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Is It Better to Lease or Buy a Car
You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...
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Year-Round Tax Tips for Business Owners
Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...
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Falling Off the Cliff
I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...
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When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
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How Owning Rental Properties and Stocks Can Be Similar
In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...
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Confidence in Retirement 10 Planning Mistakes to Avoid
As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...
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5 Smart Steps When Planning for "I Do"
With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....
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The Reality of Compound Returns
Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...
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Personal Finance 101 for Recent College Grads
Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
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Planning Your Retirement Journey
Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...
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4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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The Fiscal Side to Staying Fit
I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...
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I am Married - What is My Filing Status
It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...
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