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.

In Other News…

Good news doesn’t sell. Bad news certainly does. It is a strange phenomenon that humans are generally optimistic and prefer...
Read More

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...
Read More

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...
Read More

Social Security Goes Mobile

Social Security Goes Mobile Smart phone and tablet users now have access to a revamped Social Security Administration website. They...
Read More

Lower Deficits

America's budget deficit is ballooning out of control, right? Analysts are discovering something surprising: the U.S. government budget deficit this...
Read More

Financial Prediction Fallacies

One of the more interesting myths in the investment world is that large financial institutions, with their access to mountains...
Read More

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...
Read More

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....
Read More

US Consumer Confidence Rises

As retailers gear up for the holiday shopping season, they are likely to see some happy shoppers. US consumer confidence...
Read More

What is QE3 and Does it Matter to You or the Economy?

On September 13, Federal Reserve Chairman Ben Bernanke announced that the Fed would undertake a new program to stimulate the...
Read More