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Introduction to Long Term Care Insurance
Posted by Jonathan McCrillis May 20, 2013As the baby boomer generation begins to retire en masse, more and more attention is being paid to long term care insurance. Despite the fact that many of us do not like to pay insurance premiums, insurance of all types play an important role in our financial plans. Long term... -
Manage Your Finances Like a Business
Posted by Jonathan McCrillis April 29, 2013Many of us do not think of managing our households like a business. However, I believe that if you take a step back and evaluate your personal finances from a business perspective, there is much to be gained. The concept of managing your household like a business should not be... -
Introduction to Household Budgeting
Posted by Jonathan McCrillis March 23, 2013One of the most difficult challenges of implementing a financial plan is budgeting. This is due to the fact that most of us live busy lives and just can’t find the time to track every financial transaction. I once thought that household budgeting software would make it easier to stay... -
An Introduction to Cost Basis
Posted by Jonathan McCrillis March 4, 2013If you have ever changed investment brokers in the middle of the tax year, inherited stock or have been gifted property, you understand the amount of work that can go into determining the right cost basis. It takes a lot of effort to figure out the right cost basis due... -
Financial Education is Critical
Posted by Jonathan McCrillis February 22, 2013There should be no surprise when I say that we live in interesting times. This is especially true when we think in terms of our National economy. I have often argued that we will eventually find our way out of this mess, however the time it will take is anyone’s... -
A Few Ways To Increase Tax Returns
Posted by Jonathan McCrillis February 2, 2013About this time every year most of us get a little excited about getting a tax return check from the U.S. Treasury. While it’s best to change your deductions to ensure that you are not paying more taxes than you should every paycheck, it’s nice to receive a few hundred... -
A Few Financial Planning Resolutions
Posted by Jonathan McCrillis December 24, 2012Every year about this time, many of us begin to list everything that we would like to accomplish over the next year. These “New Year’s resolutions” are intended to help us focus our attention on making our lives better through a lifestyle change. The truth about making an exhaustive list,... -
Common Risk Management Techniques
Posted by Jonathan McCrillis December 22, 2012As you begin to develop your financial plan, and more specifically your risk management strategy, there are a few ways that you can manage everyday risks. Some risk management techniques are mandated by laws, such as car insurance. However, not all risks and hazards are as regulated or as obvious... -
Understanding Risk Management Terms
Posted by Jonathan McCrillis December 15, 2012Despite it’s common perception, financial planning is much more than creating a budget, saving money and investing. One of the most important functions in the planning process is to protect assets, capital and the clients way of life. There are a few risk management strategies that will help you protect... -
Risk Management for Financial Planning
Posted by Jonathan McCrillis December 10, 2012As you develop and implement your financial plan, its important to protect your finances from the negative impacts of unfortunate events. Risks such as stock market volatility, damage to capital assets (such as your house or car) can wreak havoc on your personal finances. A critical element of financial planning...
Newest Articles
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Introduction to Long Term Care Insurance
As the baby boomer generation... -
Manage Your Finances Like a Business
Many of us do not... -
Introduction to Household Budgeting
One of the most difficult... -
An Introduction to Cost Basis
If you have ever changed... -
Financial Education is Critical
There should be no surprise...