Retirement Preparation to Live Comfortably Later
Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...
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It Starts With One Good Decision
We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...
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Everything is Fine, Just Don't Ever Die
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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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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Should You Move When You Retire
After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...
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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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Will You Teach One Financial Lesson?
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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Forward Thinking
A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...
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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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Top 5 Reasons Why Women Face More Risk in Retirement
It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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Prepaid Cards Get a Look From the Consumer Protection Bureau
In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
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October: A Trick or Treat for Investors
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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Sometimes It Doesn't Work Out - Finances in Divorce
It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...
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Financial Planning for Life
People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...
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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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How to Choose a Financial Adviser
The Financial Planning Association website has a very useful section called “Choosing a Planner,” which begins by stating:...
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Earned Income - Work Required
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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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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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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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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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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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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Health Care Reform and You
The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....
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Savings Options in a Low-Interest Rate Environment
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
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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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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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What Should I Be Saving: Part 3
This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
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Covering Your Bases on a Military Budget
Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...
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Saving Money in Today's Economy
If you're like most Americans, you're most likely searching for ways to save money now more than ever.But saving money, according to financial...
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