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• What do CPA, PFA, and other accreditations mean?
  Help! I don't know what CPA, PFA, CFP and all those professional accreditations stand for. It can be a little daunting to see so many professional accreditations.. Help! I don't know what CPA, PFA, CFP and all those professional accreditat
• Losing Your Spouse
  Unexpectedly losing a spouse is one of the most stressful times in anyone's life. In this terribly difficult time, you feel like your security has disappeared in an instant.. Unexpectedly losing a spouse is one of the most stressful times in anyone's life. In this terribly difficult time, you feel l
• Can I check the background of my advisor?
  How can I check on the background and trustworthiness of the person or firm I'm using to handle my finances? Before you sign any papers or give someone any money to invest on your behalf, it's very wise to check on their background. You want to make sure that he/she has a spotless…following is a lis
• Retirement Planning
  Life has thrown you some unexpected curves. You know, better than most people, that the future is uncertain at best.. unexpected curves. You know, better than most people, that the future is uncertain at best. Whether you are still able to work or if you are facing retirement sooner than you had expected, it's import
• Financial Planning
  Financial Planning Accounting for how much money you coming in on a regular basis (income) and how much money you have already saved and invested; and then identifying long-term financial goals (i.e.. Financial Planning : Accounting for how much money
• Estate-planning
  Estate-planning is the process of determining you who will inherit your possessions after your death. Whether you have a spouse and/or dependents you should still create a will so that your assets and possessions are distributed exactly the way you wish after your death.. Estate-planning is the pr
• Taking the Fear Out of Financial Planning
  Handling money matters is intimidating for a lot of people. If you've suffered an unexpected loss such as the death of a spouse or the loss of a job, you may be overwhelmed and fearful at the thought of facing your finances.. Handling money matters is intimidating for a lot of people. If you've suffe
• Future Financial Planning
  Having a disability doesn’t change your need to plan ahead for yourself and your family financially. You or a loved one with a disability may now have increased expenses, decreased income or a combination of both.. Having a disability doesn’t change your need to plan ahead for yourself and
• First Things First: Stop, Ask and Think.
  As tempting as it can be to look at your windfall number and consider everything that you can now do – or buy - that you couldn’t before, stop. First, ask yourself some very important questions: Exactly how much money are you looking at? While any amount of unexpected money is nice, getting a 3,000
• Recovering From Bankruptcy and Re-Establishing Your Credit
  If you have filed for bankruptcy you have been through a very stressful, and probably humiliating, time in your life. It can be traumatizing to realize that you have hit rock bottom financially and you may feel panicked or shaky about what this means for your future.. If you have filed for ban
• How do I become an investor?
  Congratulations. It takes personal discipline and planning to save money.. personal discipline and planning to save money. The fact that you've already saved some money indicates that you're taking responsibility for your financial future. Before you jump into "investing" it's important to know wha
• Disability Checklist Tool
  Dealing with either a short-term or long-term disability can be overwhelming. We developed this checklist as a tool to help you evaluate your current resources and needs and to identify other, potential benefits you could be taking advantage of to help yourself (or your loved one) and family..
• Preparing for an Emergency
  Contemplating a possible emergency such as a natural or man-made disaster can seem difficult, but having a disability can present additional challenges. Prepare yourself or your loved one for a potential emergency by: Packing an emergency kit with adequate medication or equipment that you would need
• Will I have enough for college and retirement?
  I'm worried about having enough for college and retirement - who can help me? The good news is that there are several online calculators you can use to figure out approximately how much money you'll need to put your kids through school or fund your retirement. Once you've gotten an approximate idea
• Preparing for an Emergency
  Contemplating a possible emergency such as a natural or man-made disaster can seem difficult, but having a disability can present additional challenges. Prepare yourself or your loved one for a potential emergency by: Packing an emergency kit with adequate medication or equipment that you would need
• Glossary of Terms
  4401(k) Plan A. 4 401(k) Plan A Accountan
• Death certificate
  Death certificate An official, confidential and legal form certifying that someone has died. Information on the certificate includes name of the deceased, date, time and cause of their death.. Death certificate : An official, confidential and legal form certifying tha
• Preserving Money for Your Dependents
  If you have children and/ or dependents (people who depend on you for financial provision) it’s wise to think about how to best preserve the money you have saved. There are several ways that you can preserve the money you've saved for your kids.. If you have children and/ or dependents (people who
• Medicaid
  Medicaid is a federal-state program that provides free basic health and long-term medical care to children and adults with low income and limited resources. Each state sets its own eligibility rules and guidelines.. Medicaid is a federal-state program that provides free basic health and lon
• What to do before meeting a professional
  The most important thing to do is know why you're going. Do you need help organizing your finances? Do you want to draw up a new will or modify an existing one? Do you need help settling your spouse's estate? Do you want to invest some money? Knowing why you're meeting with someone will help determi
• Preparing or Changing a Will
  If you already have a will, you'll need to update it by changing your beneficiaries and adding or dropping any assets that you previously held with your spouse that have been distributed now that the divorce settlement has been finalized. Note that if you die without considering and/or changing bene
• Do I need professional help
  How do I know if I need professional help and what kind of help I need? Once you have a grasp on your basic financial picture, you may decide to look for some outside help in managing your finances or making decisions involving your finances. To find the right financial professional, it's important
• 5 Great Choices for Windfall Funds
  No matter what your current financial situation is, there are five great categories of choices that you can make with your windfall funds. Pay off debt.. No matter what your current financial situation is, there are five great categories of choices that
• What do I ask a professional the first time?
  If I decide to use a professional financial advisor, what questions should I ask when I meet with him/her for the first time? Good for you. You want to be well-prepared for meeting with a potential financial advisor.. If I decide to use a prof
• Getting Professional Help
  If you’re at a point where you are having credit card problems, facing staggering debt, are receiving overdue notices, or getting calls from collection agencies you may feel scared. If you’re overwhelmed, can’t figure out how you are going to get out of this, or just feel like you could use someone