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Shifting the Economic Burden: New Survey Finds Americans Recognize and Accept...

CFP Board survey shows Americans remain optimistic despite mounting financial pressures  Washington, D.C., March 16, 2012 – With the economy still shifting under their feet, Americans recognize that...

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Social Security Planning

Yesterday I read an article that gives its readers some ideas on how to reduce taxes when it comes to social security planning.  Here is the link and a clip from the article that gives you some insight...

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You Tell Me! 5 Questions Telling Me What To Cover

Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

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Many have little to no savings as retirement looms

Social Security, in practice, pays for only about 40% of most retirees’ needs….. Financial obligations faced by young families can be so crushing that saving for retirement often is the last thing that...

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Bonds: The Long and Short of It

 Pity today’s fixed-income investor. In the current ultra-low interest rate environment, one must either fish in the murky waters of “junk” or lock in long maturities. But the latter option — going...

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When Should You Collect Social Security?

When should you begin collecting Social Security? The answer depends in part on how long you think you’ll be around to collect it.   A growing number of Americans have been forced to delay their...

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Over 1,000 in less than 4 Months!

Thank you to my readers!  In my amateur start to blogging financialplanning.areavoices.com has exceeded 1,000 views in less than four months!    Here are the top 10 entries: Wants vs. Needs & My...

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‘Tis the Season for Giving

During the holiday season, you may want to give to a charitable organization that’s important to you.  Giving to a charity can consist of volunteering your time, writing a check, or donating through...

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Financial planners: How to survive fiscal cliff

    NEW YORK (CNNMoney)  As Congress struggles to avert the fiscal cliff and its tax increases, financial planners are being peppered with questions from confused, worried or angry clients. Their...

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How Emotional is Your Portfolio?

How Emotional is Your Portfolio is a recent post by Carl Richards at Behavior Gap.  Carl shares insight into a problem that is easy to overlook yet causes so many mistakes.  From individuals holding...

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Wealth Management Insights: 2013 Economic Outlook

Wealth Management Insights: 2013 Economic Outlook is a presentation of Bell State Bank & Trust’s Wealth Management division. This presentation is presented by Greg Sweeney, our Chief Investment...

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Kate Upton to Help Stocks?

I have heard just about every reason for and against investing in the stock market.   A few of my favorites are related to…you know the line…if this does X then the stock market will do Y….    One of...

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Financial Adventurism Warren Buffett Style

“A little personal history may partially explain our extreme aversion to financial adventurism” -Warren Buffett 2010 Annual Report  Image Credit to Carl Richards and the Bucks Blog Post: Investing Is...

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Are Safe Withdrawal Rates Still Relevant?

Check out the presentation by Michael Kitces on whether or not safe withdrawal rates are still relevant in today’s low rate/return environment (you will need to click on the Live Webinar Link to...

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Target Date Funds…What I Call a Target Rich Environment

The Pension Protection Act of 2006 approved the use of Target Date funds as a default option for retirement plan sponsors and since that time, we have seen an explosion of popularity in its offering...

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The American Way: Planning for the Future

  This Fourth of July, Americans fired up their grills, watched fireworks and proudly displayed their red, white and blue—all to celebrate our country, our freedom and our rich tradition and history....

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Your First College Assignment: Think About Your Finances

Your First College Assignment: Think About Your Finances Paul Jarvis, CFP® Encourages College Students to Start Planning for the Future   Washington, D.C., August 16, 2013 – With back-to-school season...

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When Should You Collect Social Security?

When should you begin collecting Social Security? The answer depends in part on how long you think you’ll be around to collect it.   A growing number of Americans have been forced to delay their...

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Over 1,000 in less than 4 Months!

Thank you to my readers!  In my amateur start to blogging financialplanning.areavoices.com has exceeded 1,000 views in less than four months!    Here are the top 10 entries: Wants vs. Needs & My...

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Make Philanthropy an Important Part of Your Estate Plan

  As an estate planning tool, charitable gifts can be used to manage taxes, shift assets, and transfer wealth. This article explains how.   How will you choose to allocate your accumulated wealth...

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