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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Life Changes That Affect Your Insurance Plans
Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...
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Maximizing Your Time in Retirement
Time is money, as the old saying goes. If this is true, you may never be so wealthy (in time at least) as you are during retirement. Gone are...
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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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Refinancing your Mortgage in Retirement
With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...
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How to Avoid a Ponzi Scheme Lessons from the Madoff Fraud
In the wake of Bernie Madoff’s $50 billion Ponzi scheme, many investors have grown more concerned about the safety and security of their...
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October Means Open Enrollment
Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from...
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Is This Wall Street or Las Vegas Blvd.
$400 on Big Red – am I buying a share of Apple or placing an all or nothing craps bet? The past couple months have felt like a rough night at...
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Additional Estate Planning Tools
You may also need to use additional estate planning tools depending on the size and complexity of your estate. These tools may be useful for...
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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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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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Our Desire to Get Rich - Quick
Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...
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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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Choice Overload and Analysis Paralysis
Do you like having a lot of options to choose from on a restaurant menu? Or, do too many choices make it harder to make your decision? If you...
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Retrain Your Brain for Financial Success
The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...
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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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What Common QDRO Mistakes Should You Avoid in Your Divorce
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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The Saving Strategy
Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...
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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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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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Divorce and Your Special Needs Child
There are few challenges more difficult than going through divorce and having a special needs child. As a divorced, single parent of a...
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In the Coming Weeks and Months
Don't Let Emotions Rule Financial DecisionsAs you go through the grief process, it is imperative that you be conscious of your shifting...
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Avoiding Pitfalls in Estate Planning – Making it Work
Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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The 5 Biggest Personal Finance Changes in the Last 20 Years
My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...
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Personal Finance 101 for Recent College Grads
Now that you have earned a college diploma, it’s time for a crash course in personal finances. This course isn’t theoretical like a lot of...
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A Suitable Divorce Resolution Option for Your Family
Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...
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Discuss Money Issues Before Catastrophe Strikes
Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...
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The Emotional Pitfalls of Selling Stocks
Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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The New Reality of Retirement
“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...
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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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