Investment
Protecting Your Bond Investments

Protecting Your Bond Investments from a Downturn

If you have been following your bond investments recently, you may have noticed that after a nice, steady increase in values, most bonds have...

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Saving on Taxes
Year End Part two

Year End Tax Planning - Part Two - Business

Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...

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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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Divorce
children and divorce

Relocating With Children After Divorce

In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...

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Investment
staying on course

The Retirement Journey Stay on Course

Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...

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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
Ignore Relatives

This Holiday Season, Ignore the Relatives

'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...

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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 Family
medicare

Choosing Your Retirement Health Coverage

If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...

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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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Saving on Taxes
Earned Income

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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Starting a Family
contemporary family

A Financial Primer for the Contemporary American Household

In the melting pot that is today’s America, would you believe that “traditional” husband-and-wife family households are now in the minority,...

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Retirement
Financial Confidence in Retirement

Financial Confidence in Retirement

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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Divorce
divroce

Taking Inventory of Your Marriage in Divorce

Your marriage is coming to an end. You look around and suddenly realize how do you go about deciding who gets what? Who gets the antique silver...

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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

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Starting a Family
The Cost of Adoption

The Dollars and Cents of Adoption

Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...

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Investment
Stayed Course

What if You Had Stayed the Course?

As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...

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Bankruptcy
credit resolutions

Put Your Credit Resolutions in Motion

One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...

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Retirement
benefit pension plan

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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Divorce
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

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Investment
behavioral finance

Financial Planning Insights from Behavioral Finance

Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...

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Investment
investing in commodities

A Diversified Approach to Investing in Commodities

If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...

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Starting a New Job
Planning Tips

Mind Your Own Business Planning Tips for a Smooth Start-Up

It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...

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Investment
AndProsper

Investments

A Must Read New BookReviewed by Karin Maloney Stifler, CFP®************************************************************************************...

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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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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

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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Divorce
financial mistakrs

The Biggest Financial Mistake People Make

Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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