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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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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Retirement
retirement phases

The Phases of Retirement

For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...

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Investment
stock and rental property

How Owning Rental Properties and Stocks Can Be Similar

In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...

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Savings
Sound Financial Plan

Save with a Sound Financial Plan

Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...

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Savings
Retirement and Taxes

Retirement and Taxes

As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...

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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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Investment

Financial Emergencies — Going to the Hospital

Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders — get your financial orders in place,...

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Caring for a Loved One
Disability Insurance

8 Things to Consider about Disability Insurance

Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...

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College
college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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Stolen Identity
Young Consumers

Young Consumers Detect Foul Play

Tax and wage related ID theft on the riseThe Federal Trade Commission (FTC) released its annual nationwide...

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Getting Married
wedding couples

Financial Planning Be Part of Your Wedding Preparation

The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...

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Serving in the Military
FinancialFuture

To Our Military Members: Protect Your Financial Future

My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...

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Starting a New Job
your resume

Buffering Up Your Resume – Tips from Financial Planners

Last Updated: June 20, 2011 "When one door...

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Investment
Last minute

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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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
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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Starting a Family
Adopted Baby

Thinking About Adoption-Plan Your Finances First

Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...

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Credit Repair
improving credit

Steps to improve credit

Now that you are familiar with your credit report, you can start working to improve it. Once a creditor reports negative information to a...

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Divorce
divorce house

The House Decision in Divorce

To Stay or Not to Stay — That is the QuestionThe home is typically the largest marital asset. The decision to stay or not to stay in it is not...

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Savings
Vacation Cash

A Guide to Vacation Cash Conservation

Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...

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Buying a Home
Home Insurance Coverage

Is Your Home Insurance Coverage Adequate

As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...

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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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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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Caring for a Loved One
Planning for an Illness or Death in the Family

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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Divorce
blended family

Divorce and Estate Planning for Future Blended Families

Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...

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Investment
Sharpe

How Sharpe is Your Portfolio

Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...

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Retirement
retirement planning

Retirement Goals Start at the Beginning

A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...

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Investment
location

Location, location, location

You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...

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