If you won a free 30 day vacation to Fiji, could you leave tonight? 99.9% of business owners would have to pass up this vacation of a lifetime simply because their organization is too dependent upon them for survival. Owning your own business is a high stakes game, and with great risk shouldn’t you also… Read More
Two types of identity theft Account Takeover is what happens when a thief gets your existing credit or debit cards (or even just the account numbers and expiration dates) and goes on a shopping spree at your expense. Application Fraud is what happens when a thief gets your Social Security number and uses it (along with other… Read More
The Consumer Financial Protection Bureau (CFPB) has found itself at the center of recent political controversy in Washington. As a result, many Americans may find themselves wondering more about this federal agency and what its role may be in protecting consumers. Background The 2007 credit and loan crisis is often viewed as being the direct… Read More
Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with the right preparation, you can protect your interests, take charge of your future, and save yourself time and money. You certainly never expected divorce when you cut the wedding cake–you and your spouse planned on… Read More
This month we are going back to the basics with a refresher on the topic of asset allocation. If you are not an investment advisor, it may be a term you are unfamiliar with, especially if you don’t engage with an advisor to manage your assets. You won’t hear asset allocation discussed much on CNBC… Read More
Money is a fact of our everyday lives and in order to live happy, prosperous lives we must be financially literate. Sadly, the data tells us that as a society we are not properly preparing ourselves or our children. This means every day money creates unnecessary stress in our lives and our relationships. Here are… Read More
reposted from Yahoo Financeby: Lisa ScherzerApril 16, 2013 Financial blunders are made all the time and everywhere – at the grocery store, at the bank, in the housing market, in the stock market, with your children’s allowance. Some stem from a lack of knowledge or awareness, while others are the result of human behavior that… Read More
Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached. That’s where financial planning comes in. Financial planning is a process that can help you reach your goals by… Read More
reposted from USAToday.comApril 2, 2013 With only two weeks to go to file your 2012 tax return, you probably have questions. Whether you prepare your own tax return or pay someone to do it for you, we are here to help. Every day until April 15, members of the American Institute of Certified Public Accountants have agreed… Read More
reposted from: Planner – AICPA Personal Financial Planning Division NewsletterMarch/April 2013, Volume 29, Number 2 When you ask baby boomers about Gen X and Gen Y, most will give you an exasperated monologue on the challenges of these generations. You will hear phrases such as “disrespectful of authority,” “lacking a work ethic,” and “self-centered.” The… Read More