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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Investment
Substitute

No Substitute

If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...

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Caring for a Loved One
financial help

If a Friend Needs Financial Help Do It the Right Way

There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...

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Estate Planning
Part III

Estate Planning for the Middle Class - Part III

Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...

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College
Education Funding

Education Funding Before During and After College

The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...

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Investment
Retrain your braind

Retrain Your Brain for Financial Success

The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...

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Investment
Accountability

Mutual Accountability

We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...

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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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Savings
Paper Bonds

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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Insurance
insurance plans

Life Changes That Affect Your Insurance Plans (Part 2)

This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...

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Investment
Invest Outside

Invest Outside the Box

Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...

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Saving on Taxes
Tax Refund

4 Ways to Use Your Tax Refund

Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...

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Investment
better future

6 Tips for a Better Financial Future

Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...

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Losing a Loved One
dcotors orders

Going to the Hospital - Prepare Financially and Medically

Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders – get your financial orders in place,...

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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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Savings
Spending Plan Reminder

A Spending Plan (Budget) Primer or Reminder

It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...

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Investment
annuity investments

Should I Replace My Annuity

When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...

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Investment
investing stocks

Dont Just Buy What You Know

Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...

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Investment
Union Blues

The European Union Blues

When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...

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Divorce
divroce

Taking Inventory of Your Marriage in Divorce

Your marriage is coming to an end. You look around and suddenly realize how do you go about deciding who gets what? Who gets the antique silver...

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Investment
Holiday Spending

Ingredients for Holiday Spending Success

It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...

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Estate Planning
Digital Estate

Planning Your Digital Estate

A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...

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Buying a Home
Homeowner’s Insurance Checklist

Homeowner’s Insurance Checklist

Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...

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Investment

Financial Planning for Life

People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...

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Investment
4 Good Decisions

4 Steps Toward Good Financial Decisions

Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...

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Investment
Valentines day

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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Estate Planning
Part II

Estate Planning for the Middle Class-Part II

Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies,  it is often the simplest items that are...

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Estate Planning
Part IV

Estate Planning for the Middle Class-Part IV

Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...

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Retirement
social security

Navigating the Social Security Waters

The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...

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