How to wean grown kids off your payroll, freeing up more retirement cash

Are your adult children still relying on you financially? Here’s how to help them find independence. Just because your kids have moved out of the house doesn’t mean they’re out of your financial life. Six out of 10 (61 percent) parents with at least one adult child over 18 said they provided them financial help, according […]

A New Benefit: Some Companies Help Workers Pay Down Student Loans

Many companies now help employees pay off their student loans. Is this the wave of the future?   Student loan debt has not only become more common, but the size of the average loan has nearly doubled over the past decade or so. Collectively, Americans carry more than $1.5 trillion in student loan debt. Learn more here.

These surprising spending truths could upend your retirement

When do retirees typically spend the most money (and what are they spending it on)? How much you spend will have a big impact on how well you live in retirement, according to new research from J.P. Morgan. Learn more here.

Great Ideas for $1,000: Home, Travel, Gifts & Fitness

Do you have a few hundred dollars to spare? Want to make the most of it? Here are a few smart (and fun) ideas. Maybe you received a bonus at work, got lucky on a scratch-off lottery ticket or—unlike many disappointed taxpayers this season—you scored a sizable tax refund. If you have a grand to […]

How to Think Like a Billionaire, No Matter How Much Money You Have

If you truly want to join the ranks of the super-rich, you’ll need to start thinking like you’re already one of them. Many ultra-wealthy people seem to share a few common traits. What do you think? Click here to read more.

Fee-Only Financial Planner: What’s the Difference?

To learn about the importance of working with a Fee-Only Financial Planner click here.

Why Fee-Only Matters

Why “Fee-Only” Matters Many of our prospective clients ask us about the Fee-Only Financial Planning concept and why it matters. So, here’s just one example. Recently we had lunch with a salesman to discuss an alternative investment involving real estate. It sounded very intriguing and might be a worthy investment for some clients in the […]

45% of Americans pay no federal income tax

Many Americans don’t have to worry about giving Uncle Sam part of their hard-earned cash for their income taxes this year.  An estimated 45.3% of American households — roughly 77.5 million — will pay no federal individual income tax.  To learn why, click here.

The #1 Tip to Help Maximize Your 401(k) Investing

Investing is the most important element of our financial future.  Tony Robbins and Clark Howard recommend that people who have yet to invest in the stock market should ‘get in the game.’  Experts believe the financial market is still ‘winnable’. We agree.  Don’t wait to invest. Get started with whatever you have. You can put […]

10 Commonly Overlooked Tax Deductions

April brings showers, flowers…and taxes!   You have a little over a month to go before the tax filing deadline, and if you’re in need of motivation, we have 10 money-saving tax deductions (and credits) to keep in mind. Millions of taxpayers overpay their taxes every year by overlooking just one of the money-saving tax […]