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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Savings
money strategy

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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Investment
secure marriage

Planning for a Financially Secure Marriage

Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...

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Caring for a Loved One
The Long Term Care Challenge

Strategies For Addressing The Long Term Care Challenge

When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...

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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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Insurance
Flexible Spending

Flexible Spending Account Changes Looming

What is a FSA?Health care Flexible Spending Accounts, FSA’s, are benefit plans established by employers to reimburse employees for healt...

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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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Savings
A Couple's Plan

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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Insurance
insurance plans

Life Changes That Affect Your Insurance Plans

Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...

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Investment
parenting young adults

Financial Parenting for Young Adults

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...

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Credit Repair
Improve Poor Credit

How to Improve Poor Credit

If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...

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Saving on Taxes
Tax Refund Loan

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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Investment
Makeover your finances

Year of the Dragon Financial Makeover

Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...

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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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Starting a Family
nine or twelve

Nine Candles or Twelve Days Of

Whatever Holiday you and your family celebrate this time of year we at the Financial Planning Association wish you a joyous Holiday Season. For...

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Investment
financial planning

Financial Planning The Purpose and Benefits

Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...

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College
Education Funding

Education Funding Before During and After College

The message about the importance of higher education has not been lost for this generation of students. The problem is paying for it...

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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
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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Starting a New Job
launching a small business

Financial Planning for Launching a Small Business

Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...

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Investment

Availability Bias Don’t Rely on Heuristic Decision Making

Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...

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Losing a Loved One
Before the Eulogy

Before the Eulogy

I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...

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Investment
AnswerTo

20 Financial Planning Questions That You Need an Answer To!

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s...

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Divorce
tax issues and divorce

Tax Issues and Divorce Financial Planning Considerations

Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...

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Starting a Family
Financial Security for Loved Ones

How to Provide Financial Security for Loved Ones

One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...

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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
For Uncertainty

Planning For Uncertainty

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...

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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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Investment
Treat for Investors

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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Buying a Home
mortgage

Shopping for a Mortgage

A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...

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