Savings
Paycheck to Paycheck

How to Break the Paycheck-to-Paycheck Treadmill

Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...

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Preparing for Disaster
flood insurance

What You Need to Know About Flood Insurance

I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...

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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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College
college children

Money Matters for College Bound Children

How can you prepare and guide your children with their money management responsibilities before they leave for college and pursue their...

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Investment
Investing Isnt

When Investing Isn't

I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...

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Investment

Get Off the Roller Coaster

The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...

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Retirement
retiring

7 Signs It’s Time to Retire

Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...

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Investment
Union Blues

The European Union Blues

When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...

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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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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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Investment
Fiscal Fit

The Fiscal Side to Staying Fit

I often compare the financial services industry to the world of diet and fitness. In fact, I wrote a...

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Starting a Family
The Cost of Adoption

The Dollars and Cents of Adoption

Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...

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Insurance
insurance plans

Life Changes That Affect Your Insurance Plans (Part 2)

This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...

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Stolen Identity
identity theft

Top Ways You Can Prevent Ident Identity Theft

Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...

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Retirement
Early Retirement Public Employees

9 Risk Factors To An Earlier Retirement for Public Employees

Did you know that many public employees are starting to retire much earlier than society’s traditional age of 65? In recent years, this is...

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Divorce
divorce state borders

Divorce Across Borders

Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...

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Investment
Place to Invest

Is Your 401(k) the Best Place to Invest

You’ve been contributing diligently to your 401(k), paying down debt, and are starting to wonder if there is something else you could be doing...

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College
Graduates Footing

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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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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Divorce
children and divorce

Relocating With Children After Divorce

In an increasingly mobile society, the idea of relocation after divorce has given rise to substantial case law and academic studies about the...

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Investment
Paying advisors

What exactly are you paying your advisors

Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...

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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
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

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Investment
Tips to Help in a Recession

5 Steps for Dealing with Recession

The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...

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Investment
Financial Planning

What is Financial Planning?

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Estate Planning
Spousal Lifetime Access Trust

Spousal Lifetime Access Trust: A Useful Estate Planning Tool

"Having your cake and eating it too" is usually beyond what we can deliver in wealth management. That has been especially true when making...

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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
Beating the Market

Young Investors Key to Beating the Market

Want to know how to beat the market? “Sure,” you may say, “it’s possible. If I spent my every waking hour researching undervalued companies....

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Investment
stock basics

Preferred Stock Basics

Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...

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Retirement
retirement planning

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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