Financial Articles
- Charitable Giving During and Beyond Retirement
Planning for charitable giving can insure your legacy continues and your favorite charity continuing to be the beneficiary of future gifts.
- Estate Planning
This article describes specific estate planning documents that can guide your family at the time of your death.
- Exploring a Complete Financial Plan
This article outlines the essential elements of a financial plan that, when addressed, can reduce risk and uncertainty.
- Financial Professional Designations
This listing of professional designations will help you in choosing a financial planner.
- Financial Security
If you are looking for a financial professional here is a list of questions to ask candidates.
- Having Enough Retirement Income
Your personal answer to how much money is enough to live out your dreams and aspirations is dependent on many factors as described in this article.
- How to Identify a Financial Planner
Here’s a list of questions to ask a potential financial planner to make sure that you get the right professional guidance.
- I Took the Road Less Traveled
Are you one of the millions of Baby Boomers who are thinking about what to do with the rest of your life? This article offers a number of diverse resources to assist you in choosing which road to travel.
- Improving Your Investment Portfolio
This article addresses five investment strategies that can be used in managing your portfolio.
- Life Insurance
This article addresses what needs to be taken into consideration when determining the amount of life insurance you purchase.
- Long Term Care Insurance
Purchasing long term care insurance at a younger age can be affordable and also provide tax benefits.
- Money is not the Issue
The current economic situation has caused all of us to change our spending habits and tighten our belts. We may be going out less but according to new research from the Nielsen Company, the declining economy has had little impact on the purchase of alcoholic beverage. To many consumers, alcoholic beverages are an affordable luxury and aren’t on the list of items consumers are willing to give up. Why is this and what does it mean for the workplace?
- Protect Your Identity
Here are some action items to prevent you from becoming a victim of identity theft.
- Record Locator
Here is a tool to help you track the location of important documents for your use as well as for your authorized designees.
- Recruitment in the 21st Century
As the plethora of free, easily accessible information on the Internet decreases our dependence on print media and techno-savvy generations make up half our workforce, the tried and true methods of recruitment are being replaced by newer recruitment strategies.
- Stimulating Our Recovery
The American Recovery and Reinvestment Act of 2009 (ARRA), also known as the stimulus bill, was signed by President Obama on February 17, 2009. Whenever one is trying to figure out the impact of a legislative act, it is helpful to understand the purposes and intent of Congress in passing a bill. Read this article to help you understand ARRA and what it means for you.
- Tax Smart Diversification
By maintaining flexibility and diversification with your investments you can benefit from the tax laws as they change.
- The Best Unpaid Job on Earth
There are many reasons why people volunteer their time for a cause or organization. Perhaps it is something they believe in deeply; perhaps it is because they’re supporting a friend or co-worker or perhaps they just need to stay busy. No matter the reason, volunteering is an essential part of our society in the good times but is especially important in tough economic times. So how can people afford to take time away from paid work to volunteer in this economy?
- The Glass Ceiling
The ‘glass ceiling’ as a metaphor for women was first coined in an article for ADWEEK by Gay Bryant in 1984. It captured and labeled the frustration women had in climbing the corporate ladder beyond middle management. Since the 1964 Civil Rights Act, there have been laws and employment practices protecting women and people of color from discrimination but there is still something invisible that is a barrier to top executive levels.
- The Potential Impact of World Trends on Organizational Culture
Just as in our families, we often learn how to fit in and perform successfully by watching those we believe understand the work environment. But how do our new or developing employees identify those beliefs, values and assumptions that make up our organizational culture and drive acceptable behavior? It’s those behaviors that have an impact on the bottom line and may even determine whether we have businesses that can be sustainable.
- What You Should Know
This article explains financial planning and its benefits – what you should expect and how to choose a financial planner.
- Why Plan for Life After 50
By taking time to do some advance planning the 30+ years of retirement can become a time of joy and meaning instead of fear and depression.
- Your Rights as a Financial Planning Client
Take an active role in shaping your financial future by knowing your rights and what to expect from your financial planner.
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