Blogs about: Financial Strategies

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The Empty Nest: An Opportunity to Build Retirement Savings?

SarahTolsonCFP wrote 3 days ago: The 2006 film Failure to Launch told a humorous story of an adult son who couldn’t seem to leave his … more →

Tags: Retirement Plans, Investments, Health Insurance, Retirement Plans, Retirement & Savings, Home Equity, Health, Residential Fixed Investment

Gen-Y and the Pension Issue

kathrynsjankowski wrote 1 week ago: Gen-Y has become a bit of a hot topic lately, especially for boomers like me.  How do we work with t … more →

Tags: Financial, Retirement, kathryn jankowski, Money, Human Resources, HR, financial planning, Pensions, employer-sponsored financial planning

Understanding Beneficiary Designations

SarahTolsonCFP wrote 1 week ago: A will is a good starting point to help ensure that your assets are passed on to your heirs accordin … more →

Tags: Will, Will, beneficiaries, Asset Distribution

Protecting Your Most Valuable Asset

csbusinessleads wrote 2 weeks ago: By Steven W. Harp, CLTC Is Your Future Protected? Your most valuable asset is your ability to earn a … more →

Tags: financial planners in colorado springs, saving for financial security, financial stategies for colorado springs businesses

Considering the Costs of Long-Term Care

SarahTolsonCFP wrote 3 weeks ago: It may not be pleasant to think about the possibility of being unable to take care of yourself, but … more →

Tags: Life Insurance, Health Insurance, long term disability insurance coverage, Health, Health Plans, medical plans, Medicare, Medicaid, "long term care"

Making Distribution Decisions in Retirement

SarahTolsonCFP wrote 1 month ago: More than one-third of retirees lack confidence that they will have enough money to live comfortably … more →

Tags: Tax-Free Income, Retirement Plans, Investments, Stocks, retirement planning, Retirement & Savings, Bonds, Equities

Are You Ready for E-Social Security?

SarahTolsonCFP wrote 1 month ago: As of March 1, 2013, paper Social Security checks will be a thing of the past, and all retirement an … more →

Tags: Social Security

Booting Your Financial Fitness

csbusinessleads wrote 1 month ago: By Steven Harp, Northwestern Mutual You’re preparing for the future, saving diligently for ret … more →

Tags: small business networking colorado springs, financial strategies for small businesses in colorado s

Cost of Early Retirement Plan Withdrawal

SarahTolsonCFP wrote 2 months ago: It’s not a good sign when people raid their retirement plans to pay bills, college tuition, or auto … more →

Tags: Retirement Plans, Investments, Retirement Plans, Retirement & Savings, Investment Options

The Risk of a “Flight to Safety”

SarahTolsonCFP wrote 2 months ago: As the financial crisis grew in severity from 2006 to 2008, U.S. investors moved more than $1.5 tril … more →

Tags: Investments, Mutual Funds, money market funds

Rhinebeck Blogger David J. Albahary's The Green: The Sequestrat​ion of College

gr8full wrote 2 months ago: Just when you thought things couldn’t get any worse for college students, as well as the schools the … more →

Tags: Helpful links, Rhinebeck Bloggers

Take the 2013 Satisfaction Survey & Get $10

Lisa Douglas wrote 2 months ago: We expect 2013 to be a blow out year for NAFE Atlanta. We are adding many new programs and services, … more →

Tags: NAFE Atlanta Updates, Business Resources, Entrprenuers, women business owners, female executives, NAFE Atlanta, Social Media, Business, Human Resources

Disastrous Sandy: The Financial Effects of a Historic Storm

SarahTolsonCFP wrote 2 months ago: Spanning more than 900 miles wide, Hurricane Sandy was the largest tropical weather system ever reco … more →

Tags: Life Insurance, Hurricane Sandy, Flood Insurance

Financial Planner in Canberra

shawncobb7099 wrote 2 months ago: I am looking for a financial planner in Canberra. I dont have mountains of assets and tens/hundreds … more →

Tags: good financial planners adelaide, advisory company, assets, Basic Advice, BPO, bpo gartner, Business Process, canberra, Costs

Financial Planner in Canberra

aprilmanning9172 wrote 2 months ago: I am looking for a financial planner in Canberra. I dont have mountains of assets and tens/hundreds … more →

Tags: find a financial planner, financial planner, financial advisory services sydney, Business Process, financial advisory services, rapidly changing business, BPO, information technology research, bpo gartner

Family Limited Partnerships

SarahTolsonCFP wrote 3 months ago: The IRS calculates the estate tax due on your gross taxable estate by adding the value of your asset … more →

Tags: Estate Planning, Business Succession

Women Working Longer Due to Rough Career Start

kathrynsjankowski wrote 3 months ago: A colleague sent me a copy of this article and I found it interesting from the perspective not only … more →

Tags: Retirement, kathryn jankowski, Human Resources, HR, financial planning, Canada, careers, Women, Working

Growing Interest in ETFs

SarahTolsonCFP wrote 3 months ago: The first exchange-traded fund (ETF) in the United States debuted in 1993 as an alternative to mutua … more →

Tags: college investment, extra traded funds

Employer-Sponsored Pension Plans and Governance: How Responsible Are Companies to Provide Knowledge?

kathrynsjankowski wrote 3 months ago: It is clearly evident that the financial world around us has changed in the past decade. With less t … more →

Tags: Financial, Investments, Finance, RRSP, kathryn jankowski, Money, Human Resources, HR, financial planning


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