Investment
Reflections Priorities

Reflections on Priorities – Get Ready for the Holidays Now

On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...

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Retirement
retiring

7 Signs It’s Time to Retire

Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...

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retirement
Retirement Savings

Traditional or Roth IRA? Choosing a Retirement Plan

Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...

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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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Divorce
Baby Boomer Divroce

The Perfect Storm Divorcing Baby Boomers

As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions 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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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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Retirement
Bounce Check

Im Planning to Bounce My Last Check

Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....

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Investment
Family photo

Financial Planning for Your Family’s Well-being

As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...

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Divorce
Special Needs Alliance

Financial Planning for Your Special Needs Family in Divorce

With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...

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Investment
Place to Invest

Is Your 401(k) the Best Place to Invest

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...

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Investment
Graduate Person

Learn 12 Good Money Habits to Start on the Right Path

If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...

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Credit Repair
Debt and Purchases

The Hidden Debt

It seems that we cannot turn on the TV, pick up a newspaper, or click an Internet link without being bombarded with discussions of debt. In...

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Losing a Loved One
weeks and months

In the Coming Weeks and Months

Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...

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Investment
App

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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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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Retirement
Planning Mistakes

5 Common Retirement Planning Mistakes (And How To Fix Them)

The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...

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Investment
Financial Abuse

Investment Abuse Part 2 How to Take Action if Youre a Victim

Last month we looked at several common investment abuses, such as misrepresentation, unsuitable recommendations, and excessive trading. Now we...

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Investment
VegasBlvd

Is This Wall Street or Las Vegas Blvd.

$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...

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Savings
Ready set

Ready, Set, Save

In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...

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Retirement
fire drill

Retirement Fire Drill

If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....

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Starting a New Job
Without Negotiating

Earn Higher Pay Without Negotiating

It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...

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Retirement
Preparing for Retirement

Coming Of Age Retirement Age

As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...

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College
FAFSA

Applying for Financial Aid - A Quick FAFSA Primer

Financial aid is a broad term that covers financial help through the college your child attends. Financial aid includes merit and needs-based...

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Starting a New Job
college graduate

A Guide to Employee Benefits for the Recent College Graduate

If you are a young person who has recently graduated from college and are entering the professional workforce, you have your whole life ahead...

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Investment
Free Upgrade

Time For Your Free Upgrade

It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...

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Divorce
Divorce Mediation

The Advantages of Divorce Mediation

As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...

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Buying a Home

Getting Ready for the New Cost-Basis Regulations

One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...

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Investment
better future

6 Tips for a Better Financial Future

Summer is upon us and in full swing. While you (hopefully) have some well-deserved time off, take the necessary steps to get your financial...

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Caring for a Loved One
geriatric care

Is a Geriatric Care Manager Right for You or a Loved One

For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...

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