Retirement
benefit pension plan

Decisions Decisions

Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...

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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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Investment
location

Location, location, location

You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...

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Saving on Taxes
Filing Status

I am Married - What is My Filing Status

It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...

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Investment
steve jobs

What If I’m Wrong

If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...

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Divorce
Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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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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Getting Married
Financially Smart Sweetheart

6 Ways to be a Financially Smart Sweetheart

With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...

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Investment
against the crowd

The Fear and Pain of Going Against the Crowd

It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...

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Investment
invest today

What to Invest In Today

I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...

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Investment
Im Thankful

Top 10 Reasons I'm Thankful

I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...

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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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Saving on Taxes
Family Taxation

Family Taxation

Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...

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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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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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Investment
Thankful for Planning

Why Im Thankful for Financial Planning

This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...

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Investment

Financial Emergencies — Going to the Hospital

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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Divorce
Divorce Finalized

My Divorce is Finalized. Now What?

Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...

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Retirement
life insurance retirement

Should I Own Life Insurance in Retirement

When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...

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Starting a New Job
your resume

Buffering Up Your Resume – Tips from Financial Planners

Last Updated: June 20, 2011 "When one door...

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Investment
prepaid cards

Prepaid Cards Get a Look From the Consumer Protection Bureau

In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...

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Investment
Connecting Money

Connecting Your Money with Your Life

So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...

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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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Investment
Planning Problems

Videos of The 6 Biggest Financial Planning Problems

I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...

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College
college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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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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Insurance
Long Term Care

Thinking Out Loud About Long Term Care

A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...

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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
Driving Decisions

What is Really Driving Your Financial Decisions?

A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...

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Investment
stock and rental property

How Owning Rental Properties and Stocks Can Be Similar

In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...

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