Category Archives: Personal Finance

7 Financial Moves to Make Before Your First Child

Read on MoneyRates.com by Maryalene LaPonsie with Cory Schmelzer Having your first child is a welcomed milestone for many parents, but the price tag of parenthood could be overwhelming for some. Recent figures from the U.S. Department of Agriculture says … Continue reading

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Say Goodbye to the Social Security ‘File­-and­-Suspend’ Strategy

A budget bill is putting the brakes on a lucrative strategy to maximize Social Security benefits. Published on US News and World Report, December 4, 2015 by Maryalene LaPonsie with Ian Kutner Couples who want to use the “file­and­suspend” strategy to … Continue reading

Posted in Personal Finance, Retirement

What is Financial Life Planning, anyway?

Life Planning approaches things from a more holistic standpoint. The Life Planning philosophy is founded on the idea that every human being strives to live a life of meaning and purpose. A financial advisor’s task must therefore begin with a discovery of each client’s unique aspirations—a process that is often complicated or confused by the client’s own fear or reluctance to share such sensitive yet meaningful content. Continue reading

Posted in Personal Finance, Retirement

Introducing Riskalyze

How Riskalyze can help you. Continue reading

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3 Things to Do Before Your Financial Advisor Retires

by Maryalene LaPonsie with Cory Schmelzer Read on US News and World Report Will your financial advisor be hanging up his or her hat soon? Don’t panic here’s how to make a seamless transition. If you ask Cory Schmelzer, owner … Continue reading

Posted in Personal Finance, Retirement

Market Correction 2015: Is this time different?

This market correction, along with any other bear markets or recessions that may come our way, will certainly pass. And it is not so different from many other market corrections that have happened since World War II. Continue reading

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Is Real Estate Really the Best Investment?

Last decade’s housing bubble is becoming a distant memory. Mortgage rates are near historic lows, interest-only loans are back and everyone loves real estate as an investment again. Continue reading

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The History of Happiness

Hasn’t happiness always been the goal of every culture? This article discusses the the historical evolution of our happiness culture. Continue reading

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8 Ways to Save on a Tight Budget

By Nancy Mann Jackson With Aries Jimenez Read on Bankrate.com If you have little cash left over at the end of each month, it may feel like saving money is out of your reach. But it’s not true. Even if the … Continue reading

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US says woman will appear on new $10 note

By Cory Schmelzer Have you heard about the upcoming changes to our $10 bill? Alexander Hamilton has headlined the $10 note since 1929 Read on BBC.com The US Treasury Department says a redesigned $10 note will feature a woman, but … Continue reading

Posted in Personal Finance