Do Continuing Care Retirement Communities Make Sense For You?

April 2015

Making the decision whether to stay or go in retirement can be a tough one. As CFP Board Consumer Advocate Eleanor Blayney, CFP® discussed in a recent blog post , “aging in place” – or remaining in one’s home during retirement – is one option that requires a careful evaluation of the financial costs involved.

5 Ways To Protect Your Online Financial Identity

April 2015

Just about everything we do can now be done online.  As online banking and financial management become more and more common it’s important for individuals to protect themselves properly. If you’re worried about your online financial identity then here are some things you need to make sure you’re doing.

Goodbye Wealth Management, Hello FinLife

March 2015

Remember when the financial world was really simple? It wasn’t that long ago that there were brokerage firms, banks, insurance companies and independent financial planners with clearly defined roles and descriptions. How the world has changed. Last year when I received our valuation from Lazard, I spent a little extra time looking at the different segments of financial firms that they had used to form an opinion on our valuation. As most institutional teams do, they had categorized firms in the industry into one of three sectors:  

Saving Made Easy: Why You Need an Automated Savings Plan

March 2015

Putting aside money in a savings account and investments regularly should be a part of every persons financial planning. Whether you have a specific goal in mind or not, saving money for future emergencies is always a smart move. For some, saving is practically second nature. For others, it may be difficult to know where or how to start. Saving money does not have to be difficult.  At least not if you take the easy route and set up an automated savings plan.

Items to Consider During Tax Season

February 2015

As spring time gets closer and the threat of winter becomes less and less, the tax man approaches and you may be scrambling to make sure you have all of your financial information in order. While keeping good records is a big part of paying your taxes properly, there are several other items to consider during tax season that shouldn’t be left out in the cold.

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