Is a Geriatric Care Manager Right for You or a Loved One
For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be a...
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4 Ways for Graduates to Get onto Sound Financial Footing
As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...
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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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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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Refinancing your Mortgage in Retirement
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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Financial Planning & Adoption
Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
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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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Learn 12 Good Money Habits to Start on the Right Path
If you've recently graduated from college, you most likely will earn more money than ever before. By the same token, you'll enter the workforce...
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Should I Replace My Life Insurance Policy
Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...
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Your Credit Score: Knowing Whats Behind the Number
Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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Just Married - Financial Planning for Newlyweds
Last Updated: April 19, 2010 The vows have been exchanged. The honeymoon is over. Now comes the hard part. Now it's time, if you haven't...
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The Perfect Storm Divorcing Baby Boomers
As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...
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Disability Income Insurance Checklist
When asked the question “what is your biggest asset”, most people will say “my house” or “my retirement plan.” But the truth is that our...
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What If I’m Wrong
If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...
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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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If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do
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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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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The Home Stretch - Your 50s and 60s
Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning
When two people with kids decide to get married, the emotional side of the equation is already complicated. How will the kids get along under...
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The Advantages of Divorce Mediation
As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...
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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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The Fear and Pain of Going Against the Crowd
It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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Keeping Score - Competitive Financial Relationships
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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Retire Your Debt
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
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Confidence in Retirement 10 Planning Mistakes to Avoid
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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The Power of Your Beneficiary Election
You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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College Math: 12 Tactics to Get the Most Financial Aid
The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
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How to Pay for College
It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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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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