What to do after an Identity Theft Incident
But no matter how hard you pinch, this isn’t something you’re waking up from and in fact, you’ve become a victim of identity theft.
If you find yourself in a situation like this, there’s no time to lose. You have to act quickly to mitigate any further damage.
What Questions can a Financial Planner Answer?
Have you ever had a friend express any of these thoughts or questions?
– We make a lot of money, but we have no idea where it’s going…
– What can I do to shelter more of my income now that I’m in a higher tax bracket?
A Look at 529 Plans
Many of our clients are at a stage of life where they are thinking about how to help children, or more often grandchildren, with the cost of higher education. While there are a variety of ways to do this, one of the most popular tools is through a savings-vehicle called a 529 Plan.
The Basics of Medicare
While we recommend you work with an expert Medicare insurance agent when choosing your specific plan due to the many complexities involved, we thought we would put together a quick overview of the basics of Medicare.
A Financial Teaching Moment with my Five-Year-Old
I don’t know how much of the conversation he’ll remember, but hopefully at least a tiny part will stick with him. And hopefully as he grows, and he hears my husband and I repeat the line “When you’re older, and done with school, and you get a really good job, you can SAVE…”, he’ll eventually have it memorized!
Tired of Renting?
So you have decided to be a homeowner. You’ve been saving and building up enough funds to put 20% down and avoid private mortgage insurance. Now, you want to make sure you have your financial bases covered.
Yours, Mine, Ours?
How can new couples decide if they should combine their finances? Can you mesh two different financial lives together with little to no friction?
Retirement Income Realities & Solutions
The goal of traditional retirement planning has been to build a “nest egg” of personal savings and investments that will supplement Social Security and pension
Many Boomers Choose a New Perspective on Life and Money
In terms of adult development theory, life after 50 is typically a pivotal stage when individuals reflect on the direction their lives are taking, confront
Defining “True Wealth”
By “how much is enough?,” I mean the amount that will allow you to stop driving so hard professionally should you choose to do so.
The Purpose Of “Work” In The Second Half Of Life
Individuals in mid-life and beyond are increasingly viewing retirement not as a time to relax, but as a time to explore their potential. It was
The Power Of Purpose
In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field
Buying Ourselves the Gift of Time
Most adults are increasingly experiencing a time crunch. The result is mounting stress and compromised health and vitality. And yet, despite their best efforts, many
The Art & Science Of “Smarter” Spending
Although a number of studies have focused on the effect of income on happiness, Elizabeth Dunn, a social psychologist at the University of British Columbia,
Retirement Expectations
Retirement will trigger changes in every area of your life. As you anticipate and prepare for this stage of life, you are likely to look
Fresh Perspectives & New Resources To Guide Your Giving Decisions
Regardless of how or where we choose to give, most of us would like to feel confident that our financial donations are being used
Kids Need Money Mentors
With the level of consumer debt skyrocketing and the cost of housing, education, and health care increasing at double-digit rates, younger generations are facing unprecedented
More Than a Will: Estate-Planning Must Do’s
The tabloids are full of stories about celebrities who have passed away without wills or other end-of-life documents in place. From Elvis Presley to –
Increasing Happiness Is A Matter Of Intention
For many years, the prevailing theory was that individuals have a genetically determined happiness set point. In other words, scientists believed that each person could
Successful Aging Requires “Whole Life” Planning
We often equate preparing for old age with achieving the financial security needed to sustain us throughout life. However, a truly successful and fulfilling aging
Listening To The Wrong Money Messages
For many of us, managing our finances and building economic security is a nagging concern. We know we should be making greater strides in taking
The Soup Pot
The Soup Pot By Ethel Marbach Once upon a time there was a great commotion in the kitchen by certain vegetables who could not
Lessons from Geese
Lessons from Geese By Milton Olson 1. As each bird flaps its wings, it creates an “uplift” for the bird following. By flying in a
Intrinsic’s Dream in Motion
“Dream lofty dreams, and as you dream, so shall you become. Your vision is the promise of what you shall one day be; your ideal
Ideal Self
Maslow’s Hierarchy of Needs “Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure. It is
Gratitude
Gratitude – a Happiness Risk/Reward Paradigm—Be grateful every day “Heartfelt expressions of love and appreciation are associated with a smooth, ordered, coherent pattern in the
Stages of Change
Where are you now? When we experience a change in life (gain or loss) we experience one or all of the various stages of change
Money’s Power
The Symbolic Power of Money by Zhou, X., Vohs, K.D., & Baumeister, R.F outlines some of the pervasive affects money has on our psychological and
