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Establishing Goals for Your Estate Plan

Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state.  Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence

How to Build a Realistic Budget and Stick with it

At the core of any successful financial enterprise, be it a household or a business, is a sound and effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

6 Recent Personal Finance Trends

The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the fact that almost 63 percent of Americans today are unable to pass a basic financial literacy test.

Here are the troubling trends, as well as some tips on how to avoid them:

How to Protect Your Personal Data Online

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular social media sites such as Facebook and Twitter.

Suggestions for Long-Term Financial Health

Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics.

But like anything else, the simplest rules are often the most important ones; and the ones most likely to be ignored. How many of these rules do you follow?

Investing 101

If you’re new to investing, some of the information on the Internet can be downright confusing. While investing itself is fairly straightforward, many people find themselves shying away from the entire process because they simply don’t understand the terminology, which can be somewhat overwhelming.

Planned Giving Goes Further

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving.

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