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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Estate Planning
Pitfalls in Estate Planning

Avoiding Pitfalls in Estate Planning – Making it Work

Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...

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Investment
Union Blues

The European Union Blues

When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...

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Getting Married
wedding couples

Financial Planning Be Part of Your Wedding Preparation

The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...

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Retirement
Inheriting Retirement

Beneficiaries and Inheriting a Retirement Account

As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...

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Retirement
Preparing for Retirement

Coming Of Age Retirement Age

As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...

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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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Savings
money strategy

What Is Your Savings Strategy?

It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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Credit Repair
Lowering Debt

Retire Your Debt

It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...

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Caring for a Loved One
health care policy

How to Evaluate a High-Deductible Health Care Policy

According to an August survey from America’s Health In...

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Divorce
Marital Home

Should You Keep the Marital Home - Divorce Settlement

A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...

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Saving on Taxes
Schedule D

What is This New Schedule D Form 8949?

You have all your tax documents in front of you and they look much the same as in prior years except for the report from your broker on those...

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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 Family
new baby new year

A New Baby Checklist for the New Year

I was speaking to a friend the other day who just had her first child at the age of 40. We were discussing the many changes in lifestyle she...

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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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Preparing for Disaster
travel insurance

Make Sure Your Travel Insurance is a Real Safety Net

Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...

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Buying a Home
New House

I Bought a House, Now What?

Congratulations! You now own a piece of the American Dream. Here are a few financial tips for being a homeowner:Use Your Home to Build Good...

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Losing a Loved One
important letter

The Most Important Letter You May Ever Write

A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...

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College
paying for college

How to Pay for College

It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...

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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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Investment
Financial Records to Keep

What Records Do I Need to Keep

I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...

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Retirement
benefit pension plan

Decisions Decisions

Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...

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Investment
Mapping Future

Mapping Your Financial Future

We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...

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Losing a Job
Survive Financially After a Job Loss

How to Survive Financially after a Job Loss

You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...

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Estate Planning
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust: A Useful Estate Planning Tool

"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...

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Investment
women balancing act

The Financial Planning Balancing Act for Women

A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...

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Divorce
Divroce Planning

Retirement Considerations When Divorcing

When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...

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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
financial infidelity

Conquering Financial Infidelity

Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...

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