Saving on Taxes
Earned Income

Earned Income - Work Required

Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...

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Credit Repair
Personal Debt Ceiling Crisis

Your Personal Debt Ceiling Crisis

It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...

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Investment
Stress Test

Stress Test Your Financial Health

Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...

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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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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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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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Losing a Loved One
Coming Months

In the Coming Months and Beyond

Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...

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Investment
Insider Guide

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

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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
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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Savings
Ready set

Ready, Set, Save

In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...

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Investment
Substitute

No Substitute

If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...

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Savings
taxes

Tried and True Tips to Lower Your Tax Tab

Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...

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Buying a Home
Homeowner’s Insurance Checklist

Homeowner’s Insurance Checklist

Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...

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Credit Repair
credit counseling

Credit Counseling Services

If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...

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Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

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saving on taxes
Tax Tips Business

Year-Round Tax Tips for Business Owners

Business owners are constantly seeking ways to strengthen their financial bottom line, to gain that little extra competitive edge. The tax code...

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Savings
Family’s Plan to Become Debt Free

A Family’s Plan to Become Debt Free

The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...

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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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Getting Married
planning I DO

5 Smart Steps When Planning for "I Do"

With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....

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Investment
Risky Business

What Is Your Risk Tolerance

When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...

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Investment
parenting young adults

Financial Parenting for Young Adults

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...

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Saving on Taxes
Common Tax Filing Mistakes

Avoid Common Tax Filing Mistakes

As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...

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Investment
Finding support

Finding Support to Keep Your Resolutions

Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...

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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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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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Retirement
Maxed Retirement

I've Maxed Out My Retirement Plan... What Next?

First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...

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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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Retirement
Prioritizing Retirement Decisions

Prioritizing Retirement Decisions

Retirement can be daunting to figure out, because the implications of your choices tend to get magnified. A market drop or negative health...

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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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