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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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
Couples

10 Ways to Cut Energy Costs

Winter is fast approaching. And that means it's time to examine the many ways you can conserve energy and cut costs. Below is a checklist of...

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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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Divorce
special needs child

Divorce and Your Special Needs Child

There are few challenges more difficult than going through divorce and having a special needs child.  As a divorced, single parent of a...

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Investment
Im Thankful

Top 10 Reasons I'm Thankful

I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...

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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
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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Saving on Taxes
Earned Income

Earned Income - Work Required

Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...

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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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Savings
Paper Bonds

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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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
Losing Your Inheritance

Losing Your Inheritance to Uncle Sam - or Others

Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...

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Starting a Family
Financial Security for Loved Ones

How to Provide Financial Security for Loved Ones

One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...

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Retirement
retiree

Retired at last

Two of the first and most important decisions to make are:How much to withdraw annually from your nest eggWhat accounts to draw fromThe...

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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
Beating the Market

Young Investors Key to Beating the Market

Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued companies....

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Saving on Taxes
Family Taxation

Family Taxation

Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...

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Divorce
Divroce Planning

Getting a Divorce Financially Prepare Yourself

Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...

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Investment
Stock market chart

Initial Public Offerings Historical Returns

You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...

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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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Investment
Biggest Personal Finance Changes

The 5 Biggest Personal Finance Changes in the Last 20 Years

My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...

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Divorce
divorced baby boomers

Retirement Planning Insights for Divorcing Baby Boomers

As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...

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Investment
Mid-Year Financial Checkup

Make Time for a Mid-Year Financial Checkup

There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...

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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
Fed Rates

How the Fed Sets Interest Rates

The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...

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Buying a Home
Reverse Mortgage

A Reverse Mortgage Story

I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...

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Investment
investment blunders

10 Investment Blunders to Avoid

When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...

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Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

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Savings
Five Financial Resolutions

Five Financial Resolutions for a Prosperous New Year

You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...

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