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.
Retirement Planning : Social Security Optimization
Retirement age has finally come for many within the baby boom generation. Whether that be a young boomer retiring early...
Health Insurance Mandate Pushed Back
One of the more crucial parts of the new healthcare law for 2014 is being pushed back to 2015. Employers...
Investments and Cash Reserves – Cash and CDs: Part 2
In our previous Cash and CDs post, we discussed the reality and perception of the yield on cash and CDs....
The Path of the Poverty Rate
This encouraging video illustrates the change in the international poverty rate between 1990 and 2010. As you can see, worldwide...
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...