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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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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Divorce
international divorce

Financial Planning Insights for International Divorce

Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...

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Credit Repair
poor credit

Poor Credit Affects Your Ability to Plan

Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...

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Losing a Loved One
Financial Matters Following a Loved Ones Death

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...

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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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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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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
mission

Calling All Troops! What is Your Mission?

What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...

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Investment
investing in commodities

A Diversified Approach to Investing in Commodities

If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...

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Investment
Like a Billionaire

How to Give Like a Billionaire

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to...

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Divorce
Special Needs Alliance

Financial Planning for Your Special Needs Family in Divorce

With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...

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Preparing for Disaster
flood insurance

What You Need to Know About Flood Insurance

I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...

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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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Estate Planning
Estate Planning

Estate Planning for the Middle Class-Part I

Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...

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Investment
cliff

Falling Off the Cliff

I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...

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Investment
withdrawal penalty

Exceptions to the Early Withdrawal Penalty

Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...

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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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Retirement
self employed

Retirement Savings Plans for the Self-employed

Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...

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Retirement
Cant Work

But What If You Can’t Work?

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...

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Investment
Paying advisors

What exactly are you paying your advisors

Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...

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Divorce
Divorce Mediation

The Advantages of Divorce Mediation

As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...

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College
student savings

6 Steps for Student Savings

With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...

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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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Estate Planning
Losing Your Inheritance

Losing Your Inheritance to Uncle Sam - or Others

Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...

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Retirement
gen y-ers

Fearful of Wall Street and Not Saving for Retirement

Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...

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College
Graduates Footing

4 Ways for Graduates to Get onto Sound Financial Footing

As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...

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Retirement
retiree

Retired at last

Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...

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retirement
Retirement Savings

Traditional or Roth IRA? Choosing a Retirement Plan

Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...

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Insurance
Health Care Reform

Health Care Reform and You

The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....

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