Starting a Family
medicare

Choosing Your Retirement Health Coverage

If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...

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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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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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Caring for a Loved One
health care policy

How to Evaluate a High-Deductible Health Care Policy

According to an August survey from America’s Health In...

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Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

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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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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
divorce settlement

Financial Planning Matters for Tackling a Divorce Settlement

Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual and...

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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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Savings
Health Care Shock Creates Debt

Health Care Shock Creates Debt - The Plan to Pay It Down

The Problem/GoalAmericans plan for many things. We plan our vacations, we plan our retirements, we plan our weekends. But very few Americans...

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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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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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Caring for a Loved One
Disability Insurance

8 Things to Consider about Disability Insurance

Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...

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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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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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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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Investment
base rate neglect

Base Rate Neglect Help Yourself by Knowing the Odds

Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...

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College
college freshmen

Top 10 Money Decisions for Today’s Incoming College Freshman

Money management is a bigger issue than ever on college campuses. Parents and students should start working on the student's financial future...

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Retirement
Your Retirement Model

How Accurate is Your Retirement Model

I recently had the opportunity to revisit retirement modeling software. As one of my jobs, I teach a economics course, and one of the things I...

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Investment
costly free things

Why Free Things Can Wind Up Costing You

When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...

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Getting Married
Keeping Score

Keeping Score - Competitive Financial Relationships

Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...

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Divorce
Divroce Planning

Retirement Considerations When Divorcing

When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...

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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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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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Divorce
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

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Savings
holiday entertaining

Holiday Entertaining on a Sensible Budget

What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...

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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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Serving in the Military
military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

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Investment
For Uncertainty

Planning For Uncertainty

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...

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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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