Financial Planning for Your Family’s Well-being
As a current member of the evolving Sandwich Generation spanning in age from the 30s to the 60s, you may feel the ever-challenging financial...
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Defining Diversification
In the top few responses most people give when you ask what they know about investing, “it’s important to be diversified” is right up there...
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A Reverse Mortgage Story
I wanted to take a moment to tell you a story of a ‘reverse mortgage’ plac...
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Avoid Common Tax Filing Mistakes
As with time-honored tax-saving strategies, there are common tax-filing mistakes that seem to snag taxpayers year in and year out, regardless...
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Credit Counseling Services
If you are stressed by debt and can't pay your bills on time, especially credit card debt, you may want to enlist the help of a nonprofit...
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So What's My Motivation Here?
If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...
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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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What to Invest In Today
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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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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Preserving the Purchasing Power of Your Money For Retirement
Here’s a disconcerting thought: each year during retirement, everything you buy will cost more than it did the year before. Such is the nature...
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Coming Of Age Retirement Age
As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...
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Its Never Too Late (Well, Almost Never)
Saving for retirement, or whatever you choose to call your post-earning years, is something that everyone should plan for. You can’t start too...
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A Cautionary Tale Protect Yourself from Identity Theft
The call came while I was cooking dinner the other night – my mother had received a phone call from a woman purporting to be calling on behalf...
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Top 5 Reasons Why Women Face More Risk in Retirement
It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...
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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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Year End Tax Planning - Part Two - Business
Year-end tax considerations for businesses are not quite as up in the air as is the individual tax situation so let’s take a look at a few of...
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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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Helping Parents Put Their Finances in For A Baby Arrival
Among all of life’s momentous occasions, having a baby is about as big as it gets. Given the sheer magnitude of the occasion and all the new...
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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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Retirement and Taxes
As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...
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Ingredients for Holiday Spending Success
It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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A Credit Check-up
Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...
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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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How Sharpe is Your Portfolio
Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...
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October: A Trick or Treat for Investors
“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Financial Planning for New Parents
Dramatic changes in one's life often require a reassessment of one's personal finances. And few events have a more profound impact on one's...
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The Phases of Retirement
For many, the phrase “retirement planning” has become limited to the planning done in the years leading up to retirement. When you consider...
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Thinking about an Ethical Will
When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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Top 10 Money Decisions for Today’s Incoming College Freshman
Money management is a bigger issue than ever on college campuses. Parents and students should start working on the student's financial future...
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