Investment
Rollover

When to Rollover Your 401(k)

The financial industry wants to make sure you are fully aware you left something b...

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Investment
my motivation

So What's My Motivation Here?

If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...

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Retirement
retirement paycheck

A Simple Strategy for a Retirement Paycheck

Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...

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Starting a New Job
launching a small business

Financial Planning for Launching a Small Business

Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...

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Starting a Family
Parents and Baby

Helping Parents Put Their Finances in For A Baby Arrival

Among all of life’s momentous occasions, having a baby is about as big as it gets. Given the sheer magnitude of the occasion and all the new...

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Savings
Take Charge of Your Financial Literacy

Take Charge of Your Financial Literacy

As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...

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retirement
Retirement Savings

Traditional or Roth IRA? Choosing a Retirement Plan

Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...

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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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Getting Married
Keeping Score

Keeping Score - Competitive Financial Relationships

Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...

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Retirement
inflation

Preserving the Purchasing Power of Your Money For Retirement

Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...

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Retirement
your 50s and 60s

The Home Stretch - Your 50s and 60s

Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...

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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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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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Retirement
Retirement plans

Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success

A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...

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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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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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Preparing for Disaster
flood insurance

What You Need to Know About Flood Insurance

I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...

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Investment
secure marriage

Planning for a Financially Secure Marriage

Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...

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Retirement
reitrement or college

Checklist for Parents Retirement Planning

When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...

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Divorce
Retirement benefits

Assessing Your Retirement Benefits During Divorce

When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...

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Investment
One Good Decision

It Starts With One Good Decision

We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...

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Retirement
retirement phases

The Phases of Retirement

For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...

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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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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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Investment
Makeover your finances

Year of the Dragon Financial Makeover

Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...

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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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Retirement
social security

Navigating the Social Security Waters

The Social Security Act was passed in 1935 and the retirement benefits program was enacted in 1937. The program was and still is designed to...

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Investment
eyesight is 20-20

Hindsight Bias The Reason Hindsight is 2020

An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...

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Investment
annuity investments

Should I Replace My Annuity

When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...

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Insurance
important asset

Protecting Your Most Important Asset

What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...

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