Saving on Taxes
Tax Refund

4 Ways to Use Your Tax Refund

Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...

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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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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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Saving on Taxes
Taxes Owed on Income Received

Keeping What You Make-Managing Taxes Owed on Income Received

Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...

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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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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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Credit Repair
404

Your Credit Score: Knowing Whats Behind the Number

Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...

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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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Retirement
retirement readiness

Assessing Your Own Retirement Readiness

Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...

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Savings
SavingPart3

What Should I Be Saving: Part 3

This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...

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Investment
FTC Rules

New Federal Consumer Protection Rules – What You Should Know

On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...

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Estate Planning
Ethical Will

Thinking about an Ethical Will

When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...

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Estate Planning
Part II

Estate Planning for the Middle Class-Part II

Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies,  it is often the simplest items that are...

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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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Investment
Ignore Relatives

This Holiday Season, Ignore the Relatives

'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...

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Investment
Fiscally Fit

STAYING Fiscally Fit

I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....

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Divorce
Divorce Mediation

The Advantages of Divorce Mediation

As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...

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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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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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Divorce
family divorce resolution

A Suitable Divorce Resolution Option for Your Family

Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...

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Retirement
Bounce Check

Im Planning to Bounce My Last Check

Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....

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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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Savings
First Budget

Creating Your First Budget

Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...

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Investment
Better Off 

Are You Better Off Today Than Four Years Ago?

Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...

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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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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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Investment
against the crowd

The Fear and Pain of Going Against the Crowd

It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...

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Retirement
life insurance retirement

Should I Own Life Insurance in Retirement

When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...

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Divorce
Baby Boomer Divroce

The Perfect Storm Divorcing Baby Boomers

As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...

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