Investment
Investment Abuses

Common Investment Abuses

Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...

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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
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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Retirement
Roth IRA

Why Invest in the Roth IRA

Roth IRA! Roth IRA! Roth IRA! I am sure you have never heard that pep rally cheer at any program you have gone to. But then again, most times...

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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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Retirement
retirement journey

Planning Your Retirement Journey

Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...

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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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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
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
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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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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Starting a New Job
checklist

A Checklist for Open Enrollment

This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...

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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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Investment
Teaching Learn

Teaching to Learn

You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...

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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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Losing a Loved One
dcotors orders

Going to the Hospital - Prepare Financially and Medically

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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Getting Married
stepfamily planning

Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning

When two people with kids decide to get married, the emotional side of the equation is already complicated.  How will the kids get along under...

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Saving on Taxes
Year End Part two

Year End Tax Planning - Part Two - Business

Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...

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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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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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Investment
Pyramid Scheme

How to Avoid a Ponzi Scheme Lessons from the Madoff Fraud

In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...

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Caring for a Loved One
AbuseandYou

Elder Financial Abuse and You

Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...

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Starting a New Job
Planning Tips

Mind Your Own Business Planning Tips for a Smooth Start-Up

It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...

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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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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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Starting a Family
The Cost of Adoption

The Dollars and Cents of Adoption

Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...

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Insurance
Open Enrollment

October Means Open Enrollment

Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...

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Investment
self investment

Do You Have a Self-Investment Plan

The beginning of the year is a good time to think about how you'll handle your financial investments, but it's also a good time to consider how...

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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
financial planning

Financial Planning The Purpose and Benefits

Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...

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