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Post-Election Insights: Helpful Links

We are in the heat of election season and you may be wondering….what happens next?   Here is a link to a helpful research document from Eaton Vance that discusses the Fiscal Cliff.  I am not advocating...

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Pay It Forward: Carson Glore Foundation

I am so proud to have an opportunity to use my $1,000 Pay It Forward money from Bell State Bank & Trust to support the Carson Glore Foundation. If you would like to learn more about the Carson...

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A Two-minute Economics Course

Economics isn’t a fun subject in or out of school, but being familiar with some basic facts about the U.S. economy may help you sort through some of the media hype. US GDP data by YCharts GDP  –...

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How Much Health Insurance Do I Need?

Many consumers need enough to ensure that if they (or a covered family member) get sick or injured, their household is not footing the entire medical bill. Options for coverage that are available to...

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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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Credit Report 101

Your credit history can have an impact on many things in your life including your job, home, and insurance. Those with little to no credit can find the process of building credit daunting. However, it...

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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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The Gift of Giving: Planning for Charitable Donations and Gifting

Advice on Establishing a Plan for More Meaningful Gifting This Holiday Season   Washington, D.C., December 14, 2012 – As consumers scramble to buy the perfect holiday gifts for those they care about,...

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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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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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Tips for Minimizing Sequestration’s Impact on Personal Finances

  Now that “Storm Sequester” has hit, potentially cutting billions from the federal budget, Americans are experiencing different levels of its impact. Some are right in the storm’s eye, enduring hard...

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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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Should You Be Worried About Cyprus?

   Ah Cyprus, you little island country in the Mediterranean.  Why are you putting up such a fuss?  Not all headlines matter to your portfolio.  To give you some perspective, the GDP of Cyprus 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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Maturing Financial Goals: Change Can Be Good

Today’s post shares insights about goal setting and how those goals change as you mature and priorities shift.  Carl Richards, author of “The Behavior Gap” shares his thoughts about this cycle of ever...

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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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‘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...

View Article

The Gift of Giving: Planning for Charitable Donations and Gifting

Advice on Establishing a Plan for More Meaningful Gifting This Holiday Season   Washington, D.C., December 14, 2012 – As consumers scramble to buy the perfect holiday gifts for those they care about,...

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