NAPFA, Find a Certified Financial Planner, FinancialFamilies logo
14
JUL
2015
napfa investment

S&P 500 or Financial Planner?

Not long ago, a curious soul asked why anyone would hire a financial planner when they could simply invest in the S&P 500. This fine fellow is not alone. These devotees might consider a few consequences of their enthusiasm. Let’s explore… 1. Goal Timing Stocks are...
30
APR
2015
Financial Advisors on Kids

Financial Advisors on Kids and Great Money Habits

Have you ever learned a financial lesson the hard way? Perhaps a financial decision didn’t quite pan out the way you intended. Do you think financial literacy could help the next generation more quickly establish and maintain financial footing? There are a number of...
22
OCT
2014
NAPFA, Fee-only financial planner, Pickerington

Fee-Only Financial Planner

This article, entitled “What is a fee-only financial planner?“, adds to a collection of readily available information regarding fee-only financial planning. In a world where fee-based and fee-only sound nearly the same, distinguishing the two is an important matter of...
05
SEP
2014
NAPFA, Mindful Money Magazine Lancaster Ohio

Mindful Money Magazine

FinancialFamilies was included in the September issue of Mindful Money Magazine! Our Middle School Major and College Planning Internet Resource Guide were both incorporated! If you would like to receive three free months of the digital magazine, including the September issue, and...
25
AUG
2014
NAPFA, ALS and disability insurance, Fairfield

ALS disability deserves financial prudence

The ice bucket ALS challenge has become a national Facebook phenomenon, and meaningful fun for a great cause! Lou Gehrig’s disease, or Amyotrophic lateral sclerosis (ALS), creates both a debilitating condition for the patient and a potential financial catastrophe for loved ones....
15
JUL
2014
NAPFA, Lancaster Ohio

90.9fm Lancaster Ohio Radio Show

Refreshing WFCO 90.9fm, out of Lancaster Ohio, kindly hosted FinancialFamilies for a half hour of their Community Accent segment to discuss financial planning for families. The first part of the show, which aired live on the morning of July 14th, is above and the second part is...
14
JUL
2014
NAPFA, launching teenagers

Launching Teenagers

5, 4, 3, 2, 1… In five short years children go from being newly minted teenagers to independent college students, or the like. That is a rather impressive accomplishment for which parents and students should be most proud. There are a large number of fairly easy to say, but...
14
JUN
2014
NAPFA, Retirement, FinancialFamilies

Retirement Planning

Parents often expect persistent effort from their children as they develop into future leaders. Then, in the next breath, give themselves a pass on retirement planning. Let’s explore a better approach… Should I spend or should I save decisions are made along the way to whatever...
19
MAY
2014
NAPFA

NCAG National Conference

Tim Hamilton, Managing Director and Founder of FinancialFamilies, attended the national conference for the National College Advocacy Group (NCAG) held in Chicago on May 13-14, to discuss the following major topics with independent college consultants, authors and admissions...
19
MAY
2014
NAPFA, Lancaster Ohio

90.9fm Radio Interview

The Managing Director and Founder of FinancialFamilies, Tim Hamilton, was interviewed by the Fairfield County Chamber of Commerce on Monday, May 12th. The interview was aired on Refreshing WFCO 90.9fm out of Lancaster, Ohio.   FinancialFamilies is a top Pickerington, OH...
14
APR
2014
NAPFA

Middle School Majors

Many students enter college unclear which major is best for them. In fact, many students graduate from college unclear which major is best for them. How can students be more confident in their choice of major? Let’s explore… Generally, students choose a major based off limited...
14
MAR
2014

Perm or Term?

Term or perm? Should you purchase term or permanent life insurance? This is one of the questions families answer when buying life insurance. Often, however, it’s not the first or second question on the long list of questions to answer during the process. The first two questions...
06
MAR
2014

Fiduciary articles…

Major news publications maintain the following articles to do their part to educate the public regarding a fiduciary standard of care. In a few minutes of reading, your family could benefit for a lifetime… New York Times: Pick a Planner Who Can Spell ‘Fiduciary’...
14
FEB
2014
college planning

College Planning Websites

COLLEGE CONSORTIUMS & GROUPS www.workcolleges.org A consortium of colleges that integrate a college education with valuable work experience and service to others. www.ctcl.org CTCL stands for “Colleges That Change Lives”. Represents a collaboration of notable colleges....