Investment

Headlines vs Markets

The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...

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Divorce
Divorce mistakes

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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Investment
Im Thankful

Top 10 Reasons I'm Thankful

I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...

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Starting a Family
Help College Student

In Case of Emergency... Can You Help Your College Student?

Believe it or not, the summer is more than half over for most students across the U.S. Whether for the first time or a return engagement, that...

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Credit Repair
double edged sword

Debt the Double-Edged Sword

The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...

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Retirement
retirement journey

Planning Your Retirement Journey

Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...

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Losing a Job
new jobs

Putting a Plan Into Place

Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...

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Buying a Home
Real estate

Is Real Estate a Good Investment Today

With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...

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Losing a Home
refinancing mortgage

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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buying a home
Homebuyer Finance

Financial Planning for First-Time Homebuyers

You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...

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College
Funding surprise

The College Funding Surprise

Much has been written in this space and many others about the ins and outs and ups and downs of college planning. Information is available...

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Getting Married
Valentines Day

6 Secrets to Help Sweethearts Overcome Cash Conflicts

Valentine’s Day is approaching and the air is thick with the elegant scent of roses, romantic sentiments whispered between lovers, the ethereal...

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Estate Planning
Part III

Estate Planning for the Middle Class - Part III

Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...

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Losing a Home
refinancing

Thinking of Refinancing

While no one can count on rate forecasts, the prospect of lower mortgage rates should have borrowers  thinking about taking advantage of cuts...

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Investment
Invest Outside

Invest Outside the Box

Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...

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Investment
Beneficiary Election

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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Losing a Loved One
Coming Months

In the Coming Months and Beyond

Collect Financial & Estate DocumentsGather your income tax returns, a list of assets and liabilities, retirement and investment accounts, stock...

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Savings
Ready set

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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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
Financial Records to Keep

What Records Do I Need to Keep

I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...

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Savings
retirement income

Retirement Income Tax Strategies

There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...

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College
student savings

6 Steps for Student Savings

With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...

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Divorce
Remarriage During Divorce

Remarriage During Divorce and Estate Planning Complications

Looking beyond divorce is both hopeful and encouraging. Planning for a fresh start may include building and forging new family bonds with...

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Estate Planning
Protecting your family

Wealth Planning and Protection Strategies for Your Family

How can you optimally handle the responsibility of planning and protecting wealth for your intended heirs and causes? Devise trusts that hold...

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Getting Married
Financial Planning for Newlyweds

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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Retirement
losing your job

Considerations for Your 401(k) if You Lose Your Job

There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...

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Retirement
planning documents retiree

10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

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Investment
overcoming fear

Overcoming Fear to Find Bargains

Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...

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Investment
Don’t Understand My Financial Plan

I Don’t Understand My Financial Plan

Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...

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