Investment
Fiscally Fit

STAYING Fiscally Fit

I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....

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Savings
buying new car

Is It Better to Lease or Buy a Car

You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...

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Credit Repair
benjamin franklin

“You May Delay but Time Will Not”

Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...

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Saving on Taxes
Taxes Owed on Income Received

Keeping What You Make-Managing Taxes Owed on Income Received

Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...

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College
Funding surprise

The College Funding Surprise

Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...

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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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Buying a Home
Home Insurance Coverage

Is Your Home Insurance Coverage Adequate

As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...

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Investment
Rich Quick

Our Desire to Get Rich - Quick

Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...

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Insurance
long-term care isnurance

Should You Buy Long-term Care Insurance

For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...

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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Starting a New Job
 Challenges Facing Business Owners

Top 5 Financial Challenges Facing Business Owners

As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...

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Losing a Job
new jobs

Putting a Plan Into Place

Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...

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saving
Financial Millennials

Ten Wise Financial Planning Moves for Millennials

As busy as they are building careers, starting families and carving out a niche in the world, the importance of financial planning early in...

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Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

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Divorce
summer plans

Making Summer Plans for Your Kids When You are Divorced

Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...

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Losing a Loved One
Financially After a Death

What To Do Financially After a Death

Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...

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Credit Repair
cut your debt

10 Ways to Cut Your Debt Now

For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...

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Retirement
Bounce Check

Im Planning to Bounce My Last Check

Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....

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Savings
summer vacation

For a Summer Vacation to Savor Start Saving Now

The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...

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Retirement
Early Retirement Public Employees

9 Risk Factors To An Earlier Retirement for Public Employees

Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...

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Investment
behavioral finance

Financial Planning Insights from Behavioral Finance

Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...

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Investment
Better bank

The Hunt for a Better Bank Account

The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...

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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
Financial Planning

What is Financial Planning?

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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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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Investment
FinancialPlanning

WhatisFinancialPlanning

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Savings
grocery store

Surviving the Grocery Store Maze

For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...

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Buying a Home
rental house

To Buy or Rent

Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...

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Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

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Investment
my motivation

So What's My Motivation Here?

If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...

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