Financial Focus.
How do you balance immediate financial needs with long-term strategies to build and conserve wealth? In our regular Financial Focus articles, we provide answers with insights into financial planning, investment management, retirement planning, tax effciency, and income planning.
Measuring the Value of a Financial Planner
In a study by Morningstar released last year, the value of “making smart financial planning decisions” was quantified. By diligently...
In Other News…
Good news doesn’t sell. Bad news certainly does. It is a strange phenomenon that humans are generally optimistic and prefer...
Maximizing Social Security Survivor Benefits
Mary Beth Franklin is a highly regarded financial expert and editor for several industry publications including Kiplinger. In this short...
Your Smart Phone is Disrupting Your Long-Term Retirement Planning
It is somewhat ironic to follow up a post about the benefits of smart phones with a post about the...
Social Security Goes Mobile
Social Security Goes Mobile Smart phone and tablet users now have access to a revamped Social Security Administration website. They...
Lower Deficits
America's budget deficit is ballooning out of control, right? Analysts are discovering something surprising: the U.S. government budget deficit this...
Financial Prediction Fallacies
One of the more interesting myths in the investment world is that large financial institutions, with their access to mountains...
Behavioral Finance – On Your Best Behavior
Behavioral finance has become a focus for many academics in recent years. In fact, numerous colleges and universities are offering...
Congress Delivers Clarity on Taxes
As the end of the 2012 approached, Americans did not know what tax bracket they would fall in for 2013....
US Consumer Confidence Rises
As retailers gear up for the holiday shopping season, they are likely to see some happy shoppers. US consumer confidence...