Investment
Like a Billionaire

How to Give Like a Billionaire

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to...

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Investment
Retrain your braind

Retrain Your Brain for Financial Success

The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...

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Savings
grocery store

Surviving the Grocery Store Maze

For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...

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College
Funding College

Funding Your Child's College Education

In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...

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Investment
Beneficiary Election

The Power of Your Beneficiary Election

You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...

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Buying a Home
mortgage

Shopping for a Mortgage

A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...

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Savings
holiday gifts

How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!

The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...

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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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Starting a Family
kids money

Need to Teach Young Kids about Money - Try These Ideas

If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...

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Savings
Saving Battle

The Challenge of Saving Part 2

If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...

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Losing a Home
refinancing mortgage

Refinancing your Mortgage in Retirement

With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...

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Retirement
reitrement or college

Checklist for Parents Retirement Planning

When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...

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Retirement
self employed

Retirement Savings Plans for the Self-employed

Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...

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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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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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Retirement
Audit List

Don’t Forget to Audit Your Beneficiary Designations

In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...

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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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Investment
Driving Decisions

What is Really Driving Your Financial Decisions?

A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...

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College
graduates and parents

A Guide for Graduates and Their Parents

Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...

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Investment
SMART Goals

Setting SMART Goals

How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...

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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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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
Consumer Bureau

Consumer Financial Protection Bureau Puts Consumers First

In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...

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Retirement
retirement planning

Confidence in Retirement 10 Planning Mistakes to Avoid

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

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Serving in the Military
military spouses

Red White Blue…and Green Finance 101 for Military Spouses

Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...

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Investment
Paying advisors

What exactly are you paying your advisors

Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...

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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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retirement
Retirement Deficit

Financial Strategies for a Retirement Savings Deficit

As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...

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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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Divorce
summer plans

Making Summer Plans for Your Kids When You are Divorced

Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...

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