Insurance
Long Term Care

Thinking Out Loud About Long Term Care

A recent study released by Mutual of Omaha quotes the following statistics regarding Long Term…75% of people over age 65 eventually need long...

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saving
Low Interest Savings

Savings Options in a Low-Interest Rate Environment

Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...

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Savings
Restore Her Finances

A Single Mom's Plan to Restore Her Finances

The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...

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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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College
college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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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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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
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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Stolen Identity
Against Identity Theft

Protect Yourself Against Identity Theft

Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...

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Savings
money resolutions

The Promise and Peril of New Year Money Resolutions

As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a...

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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
investing in commodities

A Diversified Approach to Investing in Commodities

If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...

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Savings
Same Sex Couple’s Plan

A Same Sex Couple’s Plan to Save for the Future

The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...

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Estate Planning
Protecting your family

Wealth Planning and Protection Strategies for Your Family

How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...

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Investment
Life in Balance

Your Financial Life in Balance

Creating a balanced financial life is a lifelong process. As soon as you get one thing straightened out, it seems like another issue pops up...

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Estate Planning
Part IV

Estate Planning for the Middle Class-Part IV

Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...

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retirement
Retirement Account

RMD Time: Handling Retirement Account Distributions

Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...

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Investment
Play a Role

Financial Education - We Can All Play a Role

Last month, I participated in Accounting for Kids Day in Cincinnati, Ohio. Accounting for Kids is a non-profit that seeks to help local school...

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Starting a New Job
college graduate

A Guide to Employee Benefits for the Recent College Graduate

If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...

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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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College
Education Funding

Education Funding Before During and After College

The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...

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Retirement
social security

Social Security Benefits — Do Your Homework

As you near retirement, it is important to have a clear picture of how your Social Security benefits will fit into your overall income in...

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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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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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Investment
Stayed Course

What if You Had Stayed the Course?

As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...

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Investment
annuity investments

Introduction to Annuities

Annuities account for a significant part of all investment sales, partly because they offer features and benefits that are unavailable...

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Savings
taxes control

Dont Let Taxes Control Investment Decisions

Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...

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Investment
Investing Isnt

When Investing Isn't

I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...

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Insurance
Flexible Spending

Flexible Spending Account Changes Looming

What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...

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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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