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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Investment
Talking to Planner

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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Investment
Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

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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
Like a Billionaire

How to Give Like a Billionaire

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to...

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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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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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Savings
holiday entertaining

Holiday Entertaining on a Sensible Budget

What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...

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Investment
annuity investments

Should I Replace My Annuity

When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...

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Investment
under 40 worker

Avoid Retirement Fail Strategies for the Under 40 Worker

It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...

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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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Investment
base rate neglect

Base Rate Neglect Help Yourself by Knowing the Odds

Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...

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Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

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Credit Repair
Personal Debt Ceiling Crisis

Your Personal Debt Ceiling Crisis

It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...

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College
college children

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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Saving on Taxes
Tax Refund

4 Ways to Use Your Tax Refund

Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...

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Savings
Family’s Plan to Become Debt Free

A Family’s Plan to Become Debt Free

The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...

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Divorce
dividing a nest egg

Dividing the Nest Egg in Divorce

Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....

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Investment
App

There's An App for That

With today’s World of smartphones and tablets being so useful in managing personal matters, I thought I would take this opportunity to share...

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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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Investment
Insider Guide

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

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Retirement
Retirement plans

Company Sponsored Retirement Plans Mistakes to Avoid and Solutions for Success

A company sponsored retirement plan is one of the best benefits your employer can offer you; but in order to realize the greatest success with...

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College
2012 calendar

Important Dates for Your 2012 Calendar

Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...

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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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Retirement
Cant Work

But What If You Can’t Work?

I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...

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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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Insurance
life insurance policy

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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Caring for a Loved One
health care policy

How to Evaluate a High-Deductible Health Care Policy

According to an August survey from America’s Health In...

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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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Retirement
Retirement Today

Planning for Retirement in Today’s World

Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...

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