"Start-itis"
Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...
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What Common QDRO Mistakes Should You Avoid in Your Divorce
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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Keeping What You Make-Managing Taxes Owed on Income Received
Tax Rates OverviewUnder our current tax code, The Tax Act of 1986, as amended to date, the...
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The Challenge of Saving
Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...
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Investing For College — Investment Choices
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...
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What Is Your Savings Strategy?
It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...
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Retirement Considerations When Divorcing
When faced with divorce, there are issues relating to retirement that are easily overlooked, yet critical for the later years. Among the areas...
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Be Smart about Renovations in a Down Home Market
It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...
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Why Talk to a Financial Planner When You’re in Your 20s
It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...
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Introduction to Annuities
Annuities account for a significant part of all investment sales, partly because they offer features and benefits that are unavailable...
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Hindsight Bias The Reason Hindsight is 2020
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
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Dreaming Big - Financial Planning for Unexpected Wealth
Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...
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RMD Time: Handling Retirement Account Distributions
Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...
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So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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Financial Skills and Children Leaving for College
Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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Don’t Forget to Audit Your Beneficiary Designations
In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
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Weddings on a Budget A Plan to Pay for the Big Day
Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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A Credit Check-up
Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...
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Liability-driven Individual Retirement Planning
A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...
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Thinking About a Tax Refund Loan?
The formal name is refund anticipation loans, or RALs. They're marketed primarily to cash-poor taxpayers who use their annual federal and...
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A Couple's Plan to Fix Their Financial Situation
The Problem/GoalIsabella Ryan and Ethan Sloane have plans on getting married, some day. But in the meantime, they want to get their financial...
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Avoid Common Tax Filing Mistakes
As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...
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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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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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Put Your Finances on a Diet: 8 Ways to Be a Better Saver
Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...
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Young Investors Key to Beating the Market
Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued companies....
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5 Smart Steps When Planning for "I Do"
With Valentine’s Day behind us and spring approaching, there are undoubtedly some new engagements to celebrate and weddings on the horizon....
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Applying for Financial Aid A Quick FAFSA Primer
With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...
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Teaching to Learn
You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...
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Stress Test Your Financial Health
Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...
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