Estate Planning
Part IV

Estate Planning for the Middle Class-Part IV

Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...

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Saving on Taxes
Fiscal Cliff

Paragliding Off the Fiscal Cliff

Well the fiscal cliff, much like the Mayan calendar, and much like Y2K, was just another non-event. A lot of buzz with even a lot more fizzle....

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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
Forward thinking

Forward Thinking

A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...

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Investment
diversification

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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Divorce
summer plans

Making Summer Plans for Your Kids When You are Divorced

Kids wait all year for summer vacation. Now summer is here and all kinds of visions dance in your head about keeping kids busy, entertained,...

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College
Funding College

Funding Your Child's College Education

In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...

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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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Investment
Finding support

Finding Support to Keep Your Resolutions

Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...

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Starting a New Job
College to Employment

The Transition from College to Employment – A Checklist

The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...

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Starting a New Job
launching a small business

Financial Planning for Launching a Small Business

Are you considering making the transition from the role of employee to small business owner in this evolving economy? Start by strategizing and...

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Investment
self investment

Do You Have a Self-Investment Plan

The beginning of the year is a good time to think about how you'll handle your financial investments, but it's also a good time to consider how...

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College
Managing Student Loans

Managing Student Loans

Graduation time is rapidly approaching. While this can be a hectic period of adjustment for college graduates, there is one graduation issue...

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Buying a Home
moving houses

Should You Move When You Retire

After putting down roots during their working years, it’s no surprise that most people choose to stay put when they retire. According to a...

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Retirement
Bounce Check

Im Planning to Bounce My Last Check

Some people are interested in leaving a financial legacy for their families and some people want to spend every penny they have accumulated....

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Investment

Financial Emergencies — Going to the Hospital

Whether you or a loved one are going for a scheduled hospital stay, don't stop with your doctor's orders — get your financial orders in place,...

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Savings
summer vacation

For a Summer Vacation to Savor Start Saving Now

The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...

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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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Buying a Home
Renovations in a Down Home Market

Be Smart about Renovations in a Down Home Market

It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...

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Losing a Loved One
Before the Eulogy

Before the Eulogy

I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...

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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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Starting a New Job
unretirement

Planning a Post-retirement Move Back to the Workplace

There once was a time when retirement meant leaving the workforce for good.But an April 2006 survey by Zogby International and the MetLife...

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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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Caring for a Loved One
aging parents

Caring For Aging Parents

Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...

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Estate Planning
Wealth Transference Failure

Wealth Transference Failure and How to Avoid It

If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...

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Savings
Five Financial Resolutions

Five Financial Resolutions for a Prosperous New Year

You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...

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Investment
Investment Abuses

Common Investment Abuses

Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...

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Investment
Invest In Yourself

Invest in Yourself to Make Your Prospects Brighter

When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...

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Starting a Family
expecting parents

Planning Basics for New and Expecting Parents

Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...

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Savings
Same Sex Couple’s Plan

A Same Sex Couple’s Plan to Save for the Future

The Problem/GoalLisa Brown and Beth Marks — whose names have been changed to protect their identity — would like to marry someday. Lisa is in...

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