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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College
Investing for college

Investing For College — Investment Choices

The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...

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Starting a Family
New Parents

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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Investment
staying on course

The Retirement Journey Stay on Course

Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...

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Savings
Ways to Be a Better Saver

Put Your Finances on a Diet: 8 Ways to Be a Better Saver

Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...

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Savings
Sound Financial Plan

Save with a Sound Financial Plan

Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...

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Losing a Loved One
important letter

The Most Important Letter You May Ever Write

A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...

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Investment
Reflections Priorities

Reflections on Priorities – Get Ready for the Holidays Now

On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...

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Divorce
divorce relocation

Financial Planning for Relocation During Divorce

What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...

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Estate Planning
Power of Attorney

Factors in Selecting a Power of Attorney Holder

When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...

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Divorce
divorce settlement

Financial Planning Matters for Tackling a Divorce Settlement

Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual and...

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Divorce
divorced baby boomers

Retirement Planning Insights for Divorcing Baby Boomers

As a divorcing Baby Boomer (between 47 and 65 years old), you may face the intricate retirement planning challenge of partitioning your...

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Investment
costly free things

Why Free Things Can Wind Up Costing You

When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...

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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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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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Losing a Job
Survive Financially After a Job Loss

How to Survive Financially after a Job Loss

You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...

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Divorce
blended family

Divorce and Estate Planning for Future Blended Families

Keeping in perspective that 65 percent of remarriages will involve kids from a past marriage,1 you should devise and implement an estate plan...

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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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Losing a Loved One
Financially After a Death

What To Do Financially After a Death

Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...

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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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Retirement
retirement readiness

Assessing Your Own Retirement Readiness

Whether you are a do-it-yourselfer or you plan to work with a financial planner, it might help to do a little retirement readiness assessment...

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Savings
buying new car

Is It Better to Lease or Buy a Car

You have done all the hard work and fun research. You have picked out the color, make and model of your dream (or at least next) car. You have...

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Savings
Saving Battle

The Challenge of Saving Part 2

If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...

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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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Getting Married
Keeping Score

Keeping Score - Competitive Financial Relationships

Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...

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Buying a Home

Getting Ready for the New Cost-Basis Regulations

One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...

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Investment
Rainy Day Emergency

Ready for a Rainy Day Save for Emergencies

It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...

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Savings
taxes

Tried and True Tips to Lower Your Tax Tab

Tax season has a way of turning even the most diligent deadline-sticklers into big-time procrastinators. But, with April 18 fast approaching ...

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Buying a Home
Home Insurance Coverage

Is Your Home Insurance Coverage Adequate

As the overall cost of replacing a home has risen due to the impact of multibillion-dollar natural disasters, it's hard to open an annual...

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Investment
Nonstock Investments

Are Alternative Investments Right for You?

If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longer...

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