Caring for a Loved One
Planning for an Illness or Death in the Family

Planning for an 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 primary breadwinner dies, what...

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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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Investment
Place to Invest

Is Your 401(k) the Best Place to Invest

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...

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Estate Planning
Power of Attorney

Factors in Selecting a Power of Attorney Holder

When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...

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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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Savings
Vacation Cash

A Guide to Vacation Cash Conservation

Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...

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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

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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Investment
Don’t Understand My Financial Plan

I Don’t Understand My Financial Plan

Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...

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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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Starting a New Job
Without Negotiating

Earn Higher Pay Without Negotiating

It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...

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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
Management firm

5 Factors to Consider: Selecting a Wealth Management Firm

As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...

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College
Managing Student Loans

Managing Student Loans

Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...

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Saving on Taxes
Tax Refund

4 Ways to Use Your Tax Refund

Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...

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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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Investment
Play a Role

Financial Education - We Can All Play a Role

Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school...

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Savings
saving strategy

The Saving Strategy

Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...

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Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

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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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Divorce
blended family

Divorce and Estate Planning for Future Blended Families

Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...

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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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Buying a Home
moving houses

Should You Move When You Retire

After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...

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Savings
First Budget

Creating Your First Budget

Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...

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Retirement
retirement anxiety

How to Minimize Anxiety as You Approach Retirement

By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...

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Retirement
losing your job

Considerations for Your 401(k) if You Lose Your Job

There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...

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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

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
Compound Returns

The Reality of Compound Returns

Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...

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Investment
Biggest Personal Finance Changes

The 5 Biggest Personal Finance Changes in the Last 20 Years

My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...

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