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Buying Your First Home

Home ownership is the cornerstone of the American Dream. But before you start looking, consider a number of things.

Are You Under Cyber-Assault? How to Protect Yourself

Do you know who is on the other end of that email address? It might not be as apparent as you think. Can you be sure someone isn’t watching every move you make on your computer?  You can’t see them, but they can see every keystroke. We are all under the constant threat of a cyber-assault. Are you protected?

Establishing Goals for Your Estate Plan

Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state.  Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence

Financial Decisions Made Easy with Clearly-Defined Goals

One of the best illustrated instances of indecision occurs in the story of Alice in Wonderland in which Alice comes to a fork in the road and must choose a path to continue her journey. She seeks the advice of grinning Cheshire cat which appears out of nowhere.

Are My Social Security Benefits Taxable?

The quick answer is “it depends.”  But, for the 33 percent of retirees who now rely more heavily on their Social Security benefits to sustain their lifestyle, the answer takes on even more significance.  Generally, your income from Social Security is not taxable on its own; but when it’s combined with other sources of income for tax reporting purposes, a porti

Congratulations....You Are Having a Baby! Have You Thought About.......

Congratulations! You are having a baby! What an exciting time! If this is your first child, or even if its not - here are a few things to think about:

Beware of your Credit Card Rate

Talk of the Federal Reserve raising interest rates has been back in the headlines recently. As short-term rates increase, most credit card holders will see their interest rates increase also. Most credit cards today have a variable rate that is usually tied to an index such as the prime rate. When the index goes up, so does the credit card rate. In December, when the Fed raised rates.

Make the Most of Your 401k

As more Americans shoulder the responsibility of funding their own retirement, many rely increasingly on their 401(k) retirement plans to provide the means to pursue their investment goals. That's because 401(k) plans offer a variety of attractive features that make investing for the future easy and potentially profitable.

What is a 401(k) plan?

How Much Life Insurance is enough?

The fundamental question of how much life insurance to buy can only be answered when we know what it is exactly we are protecting. While its purpose is to protect your life, only you can determine what that might be worth to your family. Your vision of a “good life” for you and your family doesn’t usually go away after you’re gone.

Put Savings (and Yourself) First with a Budget


Americans, it seems, are spenders. Although personal savings rates have increased recently, they remain low by historical standards, as many people continue to spend beyond their means.

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