Investment
Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

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Investment
emotional pitfalls

The Emotional Pitfalls of Selling Stocks

Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...

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Investment
Rollover

When to Rollover Your 401(k)

The financial industry wants to make sure you are fully aware you left something b...

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Investment
company stock

Invest in Your Company Stock Like an Executive

Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...

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Divorce
divorce planning

What Divorce Planning Insights Should You Know About

The costs of raising your child from birth to the age of maturity in your state have become increasingly more expensive, with estimates of...

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Estate Planning
getting set for retirement

Are You All Set?

Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...

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Investment
Easy Street

Where the Heck is Easy Street?

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...

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Insurance
Flexible Spending

Flexible Spending Account Changes Looming

What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...

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Retirement
inflation

Preserving the Purchasing Power of Your Money For Retirement

Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...

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Estate Planning
estate planning

Leaving a Legacy An Everyman’s Guide to Estate Planning

It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...

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Estate Planning
Ethical Will

Thinking about an Ethical Will

When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...

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Caring for a Loved One
health care planning

Bringing Health Care Issues into Financial Planning

Many people plan their finances as if they’ll never be sick a day in their lives. Yet the cost of a serious illness is all it takes to...

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College
Dont Pay-Off Your Student Loans

Dont Pay-Off Your Student Loans

If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...

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Investment
Risky Business

What Is Your Risk Tolerance

When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...

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Estate Planning
Last Estate Plan

The 'Last' Estate Plan

Now that you have diligently and thoroughly thought out your estate plans and have visited your attorney to legally document those estate plans...

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Savings
Five Financial Resolutions

Five Financial Resolutions for a Prosperous New Year

You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...

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Getting Married
Plan a Wedding on a Budget

Weddings on a Budget A Plan to Pay for the Big Day

Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...

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Buying a Home
moving houses

Should You Move When You Retire

After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...

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Retirement
Retirement Preperation

Retirement Preparation to Live Comfortably Later

Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...

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Estate Planning
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust: A Useful Estate Planning Tool

"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...

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Divorce
divorced baby boomers

Retirement Planning Insights for Divorcing Baby Boomers

As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...

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Retirement
Brain Action

My Brain Made Me Do It

How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...

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Saving on Taxes
Common Tax Filing Mistakes

Avoid Common Tax Filing Mistakes

As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...

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Retirement
Retirement Today

Planning for Retirement in Today’s World

Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...

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Starting a Family
PlanningAdoption

Financial Planning & Adoption

Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...

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Retirement
Preparing for Retirement

Coming Of Age Retirement Age

As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...

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Savings
Emergency Cash Reserves

Emergency Cash Reserves-Unloved Yet Necessary

I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...

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College
Investing for college

Investing For College — Investment Choices

The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...

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Investment
Last minute

Perfect Last Minute Gift Ideas

Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...

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Savings
Ways to Be a Better Saver

Put Your Finances on a Diet: 8 Ways to Be a Better Saver

Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...

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