Author Archives:
Solving the Wrong Financial Problem
“He was solving the wrong problem.” There it was, a single sentence that articulated one of the biggest challenges in financial planning, five words that encapsulated what I’ve spent a career trying to define and resolve. Our team of planners was sitting around the conference room table discussing the day’s events and reviewing what went [...]
Employee Personal Financial Distress and How Employers Can Help
An American Psychological Association survey conducted in 2008, found that most Americans are stressed and anxious about their financial future. The study reports that about 8 in 10 people identify money (81%) and the economy (80%) as significant sources of stress in their lives. Other sources of stress include work (67%), family health problems (67%), [...]
A Free Credit Score Followed by a Monthly Bill
On television it’s hard to miss the wildly popular band of slackers singing ruefully from a shabby apartment or while waiting tables in pirate regalia. The ruined credit that led to their financial misfortune might have been sparkling if only they’d tracked their status on freecreditreport.com. Read the full article at nytimes.com
A cure for the housing market? Or a costly burden on taxpayers?
The extended incentives were designed to revive the housing market. But some estimates put the price tag for taxpayers at more than $10 billion.
Extended Unemployment Benefits and Homebuyer Credit
President Obama signed a bill Friday extending unemployment benefits and the federal tax credit for first-time home buyers. It also creates a new tax credit for repeat buyers who purchase a new primary residence. Read the full article or view the bill.
