Estate Planning for Digital Assets It is no secret that we are rapidly becoming an ever more paperless society. This doesn’t mean that we are maintaining less “stuff”, however. In fact, I’d be inclined to believe the opposite. With mobile technology a societal norm, we…
Certified Financial Planner Board of Standards, Inc. announced that it has completely revised and updated it’s popular reference guide for financial planning students and practitioners. John Wiley & Sons published the first-of-its-kind Financial Planning Competency Handbook in 2013. Elissa and Dave contributed 30 chapters to…
The engagement of a couple instantly triggers a waterfall of congratulations, wedding plans, and questions for the bride and groom-to-be. The planning of a wedding involves countless decisions including selecting a wedding date, creating a guest list, planning a honeymoon and more. And while the…
Huffington Post: 15 Ways to Retire Early Dave recently gave his thoughts to Lou Carlozo, contributor for the Huffington Post, to help compile a list of 15 major financial and lifestyle moves you can make to help you retire early. When asked about actionable tips…
According to the Centers for Disease Control and Prevention, the United States’ health expenditures as a percent of Gross Domestic Product (GDP) were an astonishing 17.4% in 2013. That’s $2.9 trillion dollars or $9,255 per person! With more than one in six dollars of the…
Budgeting – Blending, Not Balancing Nothing makes someone’s eyes glaze over faster than talking about “budgeting”. What about the “b-word” makes us squirm? We all understand the math involved, and surely the difficulty isn’t an inability to identify the components of spending. We often feel…
Robert Powell recently wrote an article featured in USA Today that reports that one in two Americans who planned on working past age 65 found themselves retiring unexpectedly for various reasons. As a result, Powell suggests that those who do plan on working past age…
Writing on the results of a joint survey by the Financial Planning Association (FPA) and CNBC , Lori Ioannou (@LoriIoannou1) reports that 78 percent of small business owners plan to/need to sell their business in order to fund anywhere from 60 to 100% of their retirement….