Love this article.  This guy really boils down investing into its simplest terms that most people should follow.  Unfortunately not many people do!
There are 5 simple tips that the author gives to everyone.  Ironically, they …

I had an article come into my inbox today from www.financial-planning.com that I found a little surprising at first glance.  It talks about the fact that the Fidelity Charitable Gift Fund (http://www.charitablegift.org/), which is the …

Below is an email that went out to clients yesterday.  Good explanation of who should consider converting from a tradition to a Roth IRA.  The article was written by Forrest Robertson!
Since its creation in 1998, …

I just realized that every Sunday the LA Times does a free financial plan for people.  Its actually a pretty neat section.  This is the first one I read which involves a recent widow and …

Now the question is “what should I do with it?”.  You have put in a full year of hard work and are getting back some money from Uncle Sam that he was withholding from you …

An article from yesterdays NYTimes.com:
The credit report you get from freecreditreport.com is no longer free, no matter what that Web address promises.
In the face of a legislative and regulatory crackdown, Experian, the credit …

Succession planning is a huge part of the financial planning process for many people.  The reason being, there business is often their most valuable asset for themselves and their family.  If you or …

The article below is from Alexa Von Tobel at The Huffington Post
In 2010, women talk freely and openly about everything–work, sex, politics, the latest diet trends and “how to get in shape fast” for …

The NYTimes did I nice article the other day on going through the thought process of paying down a mortgage.  The author begins by mentioning the fact that the Federal Reserve maintained its stance to …

One of the largest obstacles people come across when trying to plan for retirement is what happens if they need to go to a nursing home.  Most people have visions of living comfortably until death …