Did you miss part I of Jordan’s article? Click here to check it out. In the first part of this piece, we covered the bas…
Does Gender Affect Social Security? (Part I)
The rules that govern Social Security can be complex and confusing. While some retirees start collecting benefits as soo…
Roundup: What Does Fiduciary Mean to You?
The word, “fiduciary,” has probably never been spoken as much as it has over the past year. It has been debated in the h…
Planning to Send Multiple Kids to College…At the Same Time?
We all know that a college education is expensive these days — but if you expect to have two or even more children in co…
Smart Kids, Smart Money – Part I
In a 2013 survey, the Money Advice Service, an independent organization that provides free, unbiased money advice, found…
Can You Afford a Vacation Home?
Dreaming of your very own beach house, cabin (or cottage, depending on where you live) or mountain chalet? Before you s…
Xers, Your Retirement Clock Is Ticking
Generation X, this is not your parents’ retirement plan. Unlike our mothers and fathers, we Gen Xers — those born betwee…
The Cost of Raising a Child: What to Consider
Each year, the U.S. Department of Agriculture (USDA) releases an annual report titled Expenditures on Children by Famili…
When Are You Ready to Reach Out to a Financial Advisor?
Have you ever wondered if you should seek the help of a financial advisor, or better yet, a Certified Financial Planner …
Women Are from Venus: Financial Planning for Women
In his best-selling book, Men are From Mars, Women are From Venus, John Gray, Ph.D., talks about men “going to the…