Retirement
retirement planning

Liability-driven Individual Retirement Planning

A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...

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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
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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Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

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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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Starting a New Job
your resume

Buffering Up Your Resume – Tips from Financial Planners

Last Updated: June 20, 2011 "When one door...

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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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Investment
Free Lunch Seminars

Questions To Ask at Free Lunch Seminars

Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...

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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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College
Dont Pay-Off Your Student Loans

Dont Pay-Off Your Student Loans

If you are like most professionals, you graduated with over $100,000 in student loans. While that debt may feel like a monkey on your back, it...

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Investment

Get Off the Roller Coaster

The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...

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Investment
Charitably Inclined

Charitably Inclined?

As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...

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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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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
Retirement Math

Retirement Math - How $200 May Be Translated to $66391

Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...

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College
Funding surprise

The College Funding Surprise

Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...

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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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Investment
parenting young adults

Financial Parenting for Young Adults

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...

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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
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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Estate Planning
sudden illness

Plan for a Sudden Serious Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primarybreadwinner dies, what...

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Divorce
divroce

Taking Inventory of Your Marriage in Divorce

Your marriage is coming to an end. You look around and suddenly realize how do you go about deciding who gets what? Who gets the antique silver...

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Investment
Easy Street

Where the Heck is Easy Street?

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...

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Investment
Life Skills

Acing Financial Life Skills in Your 20s and 30s

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...

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Insurance
insurance plans

Life Changes That Affect Your Insurance Plans (Part 2)

This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...

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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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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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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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Retirement
retirement planning

Retirement Base Income Vehicles

By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...

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buying a home
Homebuyer Finance

Financial Planning for First-Time Homebuyers

You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...

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