by Tonia Forbus | Dec 28, 2018 | Personal Finance
Year after year, in survey after survey, the prospect of running out of money — of falling short of income — ranks among the biggest worries that Americans have about retirement. Which raises the question: What can people do in advance of retirement to give...
by Tonia Forbus | Dec 28, 2018 | Personal Finance
New Year’s resolutions don’t have to be a zero-sum game, where a few months of eating healthier or exercising more frequently are quickly offset by a return to old habits. Rather than pursuing a resolution that isn’t sustainable over the long term — or even the short...
by Tonia Forbus | Dec 28, 2018 | Personal Finance
With the giving season approaching and the 2018 tax year nearing its close, charitably minded people will have to get more creative with their giving strategies in order to reap tax benefits under the sweeping federal tax package that took hold at the start of the...
by Tonia Forbus | Dec 28, 2018 | Personal Finance
Make It Personal: Why Customized Advice Matters When Working With a Financial Pro Here in the final installment of a five-part series on The Power of Financial Planning, we look at the all-important personalization aspect of financial planning — how a person who works...
by Tonia Forbus | Nov 12, 2018 | Personal Finance
Life is full of “what-ifs” — difficult-to-foresee developments that, if they come to pass, can turn a person’s life upside down, particularly if he or she hasn’t taken steps to plan for them in advance. One of those big what-if’s became a “what now?” for FPA member...
by Tonia Forbus | Nov 12, 2018 | Personal Finance
“I love the idea of directly impacting peoples’ lives,” Natalie Colley says from her office on Broadway in New York City. That desire to personally connect with and positively affect others is the chief reason Colley left the pharmaceutical industry behind after seven...
by Tonia Forbus | Oct 4, 2018 | Personal Finance
Wellness, at its core, means being in a good place. It can apply to a person’s physical, mental and even financial state. And yes, as nebulous as the concept might seem, a person’s wellness can be measured. But what does wellness actually mean in terms of a person’s...
by Tonia Forbus | Oct 4, 2018 | Personal Finance
As many mirrors and cameras as automobile manufacturers put on vehicles these days to help prevent accidents, drivers still must contend with blind spots. They can’t see everywhere around them, all the time. The same applies to our financial lives. As...
by Tonia Forbus | Oct 4, 2018 | Personal Finance
Here’s what we know: The U.S. economy remains in high gear. Unemployment is near all-time lows. Investors are content as the stock market continues its lengthy run-up. Interest rates have nudged higher, as has the U.S. inflation rate. All against the backdrop of a...
by Tonia Forbus | Oct 4, 2018 | Personal Finance
The EX Factor: Why There’s Value in a Financial Adviser’s Experience — and How to Measure It Here in the fourth installment of a five-part article series on The Power of Financial Planning, we look at the power of experience in financial planning — what a person...
