Planning Your Retirement Journey
Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...
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5 Steps for Dealing with Recession
The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...
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Financial Planning The Purpose and Benefits
Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...
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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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Assessing Your Own Retirement Readiness
Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...
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Common Investment Abuses
Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...
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Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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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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Perfect Last Minute Gift Ideas
Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...
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STAYING Fiscally Fit
I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....
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Headlines vs Markets
The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...
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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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Keeping Score - Competitive Financial Relationships
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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Elder Financial Abuse and You
Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...
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Should I Play The Lottery
A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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A Family’s Plan to Become Debt Free
The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...
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The Fear and Pain of Going Against the Crowd
It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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Why Im Thankful for Financial Planning
This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...
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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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4 Steps Toward Good Financial Decisions
Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...
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Planning for an 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 primary breadwinner dies, what...
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Financial Planning Insights for International Divorce
Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...
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Your Credit Score: Knowing Whats Behind the Number
Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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There's An App for That
With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...
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When to Rollover Your 401(k)
The financial industry wants to make sure you are fully aware you left something b...
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Invest in Yourself to Make Your Prospects Brighter
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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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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Considerations for Your 401(k) if You Lose Your Job
There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...
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Retirement Base Income Vehicles
By: FPA Member Jason K. Branning, CFP® Last Updated: April 23, 2012...
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Get Your Questions Answered
Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...
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