Divorce
Divorce Planning

Creating an After-Divorce Action Plan

The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...

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Estate Planning
Pitfalls in Estate Planning

Avoiding Pitfalls in Estate Planning – Making it Work

Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...

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Serving in the Military
military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

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Getting Married
valentiens day quiz

Valentines Day A Money Quiz for You and Your Sweetheart

Money might not be the best topic to introduce on a romantic evening, but it’s the talk you must have before you load up the moving van or take...

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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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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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Estate Planning
Estate Planning

Estate Planning for the Middle Class-Part I

Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...

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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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Divorce
Divorce mistakes

What Common QDRO Mistakes Should You Avoid in Your Divorce

How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...

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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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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
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

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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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Investment
overcoming fear

Overcoming Fear to Find Bargains

Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...

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Divorce
children and divorce

Relocating With Children After Divorce

In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...

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Serving in the Military
veterans

Veteran's Day

This Monday November 12th we will recognize Veteran’s Day. As a nation, even when we cannot agree on whether or not we should participate in a...

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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Starting a Family
expecting parents

Planning Basics for New and Expecting Parents

Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...

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College
student finances

Teach Your Children About Finances

Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...

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Investment
Protecting Your Bond Investments

Protecting Your Bond Investments from a Downturn

If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...

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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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Investment
behavioral biases

Know Your Enemy Cognitive Behavioral Biases

You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...

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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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Retirement
benefit pension plan

Decisions Decisions

Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...

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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
Financial Planning Checklist

Checklist for Year-End Planning

I recently attended a large public seminar that focused on educating consumers about the value of financial planning. The headliner of the...

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Investment
investing stocks

Dont Just Buy What You Know

Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...

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Investment
choice overload

Choice Overload and Analysis Paralysis

Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...

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Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

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Investment
mission

Calling All Troops! What is Your Mission?

What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...

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