Savings
retirement income

Retirement Income Tax Strategies

There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...

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Savings
Emergency Cash Reserves

Emergency Cash Reserves-Unloved Yet Necessary

I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...

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Starting a Family
Adopted Baby

Thinking About Adoption-Plan Your Finances First

Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...

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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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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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Credit Repair
poor credit

Poor Credit Affects Your Ability to Plan

Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...

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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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Investment
Retirement Math

Retirement Math - How $200 May Be Translated to $66391

Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...

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Savings
Vacation Cash

A Guide to Vacation Cash Conservation

Camera, sunscreen, golf clubs, a good book — when it comes to vacation necessities do not forget to bring along your wise spending habits. They...

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Estate Planning
Pitfalls in Estate Planning

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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Retirement
Retirement plans

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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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
annuity investments

Should I Replace My Annuity

When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...

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Estate Planning
getting set for retirement

Are You All Set?

Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...

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Starting a New Job
your resume

Buffering Up Your Resume – Tips from Financial Planners

Last Updated: June 20, 2011 "When one door...

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Investment
Free Lunch Seminars

Questions To Ask at Free Lunch Seminars

Long before Bernard Madoff was arrested and charged with securities fraud, many Americans would often be invited to free-lunch seminars to...

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Caring for a Loved One
AbuseandYou

Elder Financial Abuse and You

Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and...

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Starting a Family
medicare

Choosing Your Retirement Health Coverage

If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...

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Estate Planning
Estate Planning

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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Investment
Standards

Fiduciary vs. Suitability – Which standard is best

The debate as to which standard should prevail for financial advisors has raged for years now, although it's very far under the radar as far as...

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Getting Married
Financially Smart Sweetheart

6 Ways to be a Financially Smart Sweetheart

With Valentine’s Day approaching, the heat-of-the-moment urge might be to splurge — to buy something expensive for that special someone, even...

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Investment
overcoming fear

Overcoming Fear to Find Bargains

Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...

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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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Serving in the Military
FinancialFuture

To Our Military Members: Protect Your Financial Future

My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...

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Retirement
planning documents retiree

10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

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College
The Dream

College for Working Adults Financing the Dream

About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...

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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
Talking to Planner

Why Talk to a Financial Planner When You’re in Your 20s

It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...

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retirement
Retirement Account

RMD Time: Handling Retirement Account Distributions

Anyone who owns a tax-advantaged retirement account such as a 401(k) or individual retirement account (IRA) — that’s 63% of (or 77.5 million)...

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Starting a Family
College Answer

What if College Isn't the Answer?

A 529 plan is a savings plan that allows individuals to save for a beneficiary’s college expenses. Invested funds grow tax free and, provided...

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