Credit Repair
Debt and Purchases

The Hidden Debt

It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...

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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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Divorce
Divorce mistakes

What Common QDRO Mistakes Should You Avoid in Your Divorce

How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...

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Investment
Standards

Fiduciary vs. Suitability – Which standard is best

The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...

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retirement
Retirement Deficit

Financial Strategies for a Retirement Savings Deficit

As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...

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Buying a Home
mortgage

Shopping for a Mortgage

A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...

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College
college children

Financial Skills and Children Leaving for College

Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...

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Investment
Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

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Estate Planning
Last Estate Plan

The 'Last' Estate Plan

Now that you have diligently and thoroughly thought out your estate plans and have visited your attorney to legally document those estate plans...

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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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Investment
stock basics

Preferred Stock Basics

Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...

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Investment
Beneficiary Election

The Power of Your Beneficiary Election

You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...

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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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Divorce
divorce relocation

Financial Planning for Relocation During Divorce

What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...

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Saving on Taxes
Filing Status

I am Married - What is My Filing Status

It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...

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Investment
learn with caution

Listen Learn But With Caution

We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...

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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
How Do Options Work

How Do Options Work?

What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...

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Serving in the Military
military personnel

Financial Tips for Families of Activated Military Personnel

Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...

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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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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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Savings
Party on a Budget

How to Throw a Fabulous Holiday Party on a Budget

I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties...

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Losing a Loved One
Financially After a Death

What To Do Financially After a Death

Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...

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Retirement
planning documents retiree

10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

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Investment
company stock

Invest in Your Company Stock Like an Executive

Have you ever worked at a job that gave you access to more of something than you could ever want?You might be a pizza lover, but let me assure...

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Savings
A Couple's Plan

A Couple's Plan to Fix Their Financial Situation

The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...

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Investment

Availability Bias Don’t Rely on Heuristic Decision Making

Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...

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Starting a New Job
small business funding

Funding Considerations for those Starting a Small Business

The bankers are saying “We’re lending!” but the small business owners are saying “No, they aren’t.” There clearly is a disconnection. Here are...

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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
divorce state borders

Divorce Across Borders

Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...

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