Articles by Financial Planning Association

Mind Your Own Business: Planning Tips for a Smooth Start-Up

It started with a great idea: a product or service on which you're convinced a successful entrepreneurial venture can be built. Now comes the tough part - actually planning and launching ... Read >>

Top 5 Reasons Why Women Face More Risk in Retirement

It's apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many baby boomers have no financial plan in place ... Read >>

Should I Take My Pension in a Lump Sum or a Monthly Income?

As you approach retirement, one important decision you may be faced with is whether to take your company sponsored retirement plan in a single lump sum distribution or as a traditional ... Read >>

Secrets to Maintaining a Healthy Credit Score

There are all kinds of ways to measure health. But beyond cholesterol count, blood pressure and body mass index, do not discount the importance of credit score to your overall financial ... Read >>

Planning on Buying a Home: Tips on Increasing Your Credit (FICO) Score

For those who are considering taking advantage of low interest rates, your Fair Isaac Corporation (FICO) score will determine whether you'll be able to obtain a home loan and the... Read >>

Tips for Transferring Wealth to the Next Generation: “The Annual Gift Tax Exclusion”

Many individuals identify transferring wealth to the next generation as a primary estate planning goal. One of the simplest ways to achieve this goal is by utilizing a ... Read >>

Whole Life and Term Insurance

Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do some homework, you will uncover articles... Read >>

When Life Hands You Lemons…Tax Loss Harvest!

Tax loss harvesting (TLH) is the act of selling securities (generally stocks or mutual funds) when they are down in order to realize the loss for tax purposes. For example,... Read >>

Company Sponsored Retirement Plans: Mistakes to Avoid & Solutions for Success

A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with this benefit, you need to play an active ... Read >>

What You Need to Know About Flood Insurance

I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation experienced by others in my neighborhood due ... Read >>

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