Investment
Free Upgrade

Time For Your Free Upgrade

It is time for a new phone. It is? I have not learned to use many of the features my current phone. This phone still works fine. I will have to...

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Investment
startitis

"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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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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Starting a Family
Adopted Baby

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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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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Buying a Home
Homeowner’s Insurance Checklist

Homeowner’s Insurance Checklist

Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...

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Caring for a Loved One
Disability Insurance

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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Losing a Job
Survive Financially After a Job Loss

How to Survive Financially after a Job Loss

You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...

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Investment
Valentines day

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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Investment
Questions Answered

Get Your Questions Answered

Saturday we had Financial Planning Day in the Twin Cities. Nationally, there will be Financial Planning Days in 31 cities during the month of...

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Savings
holiday spending

9 Ways to Keep Holiday Spending Under Control

As the year comes to a close, spending in most households heads up – on holiday gifts, entertainment and, depending on where you live, on...

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Investment
Mid-Year Financial Checkup

Make Time for a Mid-Year Financial Checkup

There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...

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Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

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Divorce
Divroce Planning

Getting a Divorce Financially Prepare Yourself

Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...

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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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Serving in the Military
military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

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Divorce
Divorce Finalized

My Divorce is Finalized. Now What?

Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...

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Buying a Home
Reverse Mortgage

A Reverse Mortgage Story

I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...

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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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Investment
Fiscally Fit

STAYING Fiscally Fit

I’ve written several blogs, both for the Financial Planning Association and others comparing financial services to the diet & health industry....

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Savings
Health Care Shock Creates Debt

Health Care Shock Creates Debt - The Plan to Pay It Down

The Problem/GoalAmericans plan for many things. We plan our vacations, we plan our retirements, we plan our weekends. But very few Americans...

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Bankruptcy

MIGHT BE : Credit Counseling Services

Pre-bankruptcy CounselingUnder the Bankruptcy Abuse Prevention and Consumer Protection Act of 2005 (BAPCPA), individuals hoping to file a...

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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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Investment
Free Lunch Seminars

Questions To Ask at Free Lunch Seminars

Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...

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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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Investment
Risky Business

What Is Your Risk Tolerance

When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...

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Investment
investment blunders

10 Investment Blunders to Avoid

When it comes to investing, mistakes are easy to make. In some cases, however, they could be easy to avoid. In his book, Asset Allocation for...

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Investment
Stock market chart

Initial Public Offerings Historical Returns

You may hear a lot about initial public offerings of stock in the news, as technology companies have recently grabbed headlines with large...

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Retirement
Inheriting Retirement

Beneficiaries and Inheriting a Retirement Account

As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...

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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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