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The Psychology Behind Loss Aversion: Behavioral Finance and Investor Feelings

Knowing yourself is the beginning of all wisdom. -- Aristotle (384-322 BC) Aristotle understood how important it is for us to understand ourselves and

Despicable Words: Making a Budget Work for You

As a financial planner, I have the opportunity to work with folks of various socioeconomic statuses. No matter who I’m talking with, the conversation

Form 5500 Extension Date Modified in Highway Funding Legislation

Beginning in 2017, plans that extend their Form 5500 will have an extra month to file. The short-term highway funding extension that President Obama signed

New Law Changes Extended Filing Deadlines for Forms 5500 and 8955-SSA

President Barack Obama signed into law legislation that impacts the due date for Forms 5500 and 8955-SSA for plan years beginning January 1, 2016 or later.

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Retirement Planning for the Single Individual

Retirement planning is hard enough when you are married; imagine what it’s like for a single individual. The single individual could be widowed,

Warning! Alien Robot Approaching: What is a Robo-Advisor?

The robot experience has percolated into most aspects of everyday life. Although it may not look like the robot from the 60s TV show Lost in Space, technology

Financial Lessons from March Madness

As a college basketball fan, the NCAA College Basketball Championship held in March adds a little excitement to the end of my winter. The month-long tournament

Credit Bureau - A Cautionary Tale

Not many people know that in the far distant past, I spent five months working for a credit bureau. In those days, credit bureaus were localized and the

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