Losing a Home
refinancing mortgage

Refinancing your Mortgage in Retirement

With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...

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Investment
Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...

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Estate Planning
sudden illness

Plan for a Sudden Serious Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...

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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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Investment
college grads

Personal Finance 101 for Recent College Grads

Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...

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Investment
Reflections Priorities

Reflections on Priorities – Get Ready for the Holidays Now

On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...

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Estate Planning
Part-V

Estate-Planning-for-the-Middle-Class-Part-V

Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan.  Most people...

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Divorce
special needs child

Divorce and Your Special Needs Child

There are few challenges more difficult than going through divorce and having a special needs child.  As a divorced, single parent of a...

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Caring for a Loved One
geriatric care

Is a Geriatric Care Manager Right for You or a Loved One

For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...

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Retirement
Retirement plans

Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success

A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...

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Investment
App

There's An App for That

With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...

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Investment
Sharpe

How Sharpe is Your Portfolio

Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...

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Starting a New Job
College to Employment

The Transition from College to Employment – A Checklist

The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...

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Savings
Take Charge of Your Financial Literacy

Take Charge of Your Financial Literacy

As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...

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Investment
Treat for Investors

October: A Trick or Treat for Investors

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...

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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
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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Retirement
retirement paycheck

A Simple Strategy for a Retirement Paycheck

Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...

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Getting Married
valentiens day quiz

Valentines Day A Money Quiz for You and Your Sweetheart

Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...

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Getting Married
Valentines Day

6 Secrets to Help Sweethearts Overcome Cash Conflicts

Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal...

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Estate Planning
Children Documents

Do Young Adult Children Need Estate Planning Documents

Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...

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Divorce
children and divorce

Relocating With Children After Divorce

In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...

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Retirement
Reality Retirement

The New Reality of Retirement

“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...

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Retirement
social security

Social Security Benefits — Do Your Homework

As you near retirement, it is important to have a clear picture of how your Social Security benefits will fit into your overall income in...

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Stolen Identity

A Cautionary Tale Protect Yourself from Identity Theft

The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...

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Investment
choice overload

Choice Overload and Analysis Paralysis

Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...

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Divorce
tax issues and divorce

Tax Issues and Divorce Financial Planning Considerations

Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...

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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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Investment

Snowflakes

I’m not a very sappy person, which is to say I don’t typically wear my emotions on my sleeve. But upon some recent reflection and experiences...

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Getting Married
Merging Your Finances

Matrimonial Bliss - Pros and Cons of Merging Your Finances

Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...

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