The Home Stretch - Your 50s and 60s
Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...
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Perfect Last Minute Gift Ideas
Are you still searching for that “perfect present” for someone on your holiday shopping list? If the thought of wrapping up another gift card...
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Setting SMART Goals
How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...
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Retire Your Debt
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
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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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How to Minimize Anxiety as You Approach Retirement
By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...
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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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Are You Better Off Today Than Four Years Ago?
Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...
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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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But What If You Can’t Work?
I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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A Simple Strategy for a Retirement Paycheck
Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...
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How to be Smarter About Buying Cars
Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...
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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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This Valentine's Day Get Rid of Loser Money Habits
Last year’s Valentine’s Day blog was about how to not break the ba...
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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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Ten Wise Financial Planning Moves for Millennials
As busy as they are building careers, starting families and carving out a niche in the world, the importance of financial planning early in...
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Mapping Your Financial Future
We live in a world that likes to make models. We’re obsessed with economists modeling what inflation may be, how weather patterns will emerge,...
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Casualty Losses and Disaster Preparedness
For those living on the Eastern seaboard still cleaning up from Hurricane Sandy, we at the Financial Planning Association, wish you and yours...
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Listen Learn But With Caution
We have never in our lifetimes had more financial information at our fingertips than we do today. Financial advice is dished out in 60 second...
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Don’t Forget to Audit Your Beneficiary Designations
In an ever increasing complex world, one aspect of your financial lives that is not always correct is the beneficiary of your retirement...
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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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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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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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What if You Had Stayed the Course?
As I was thinking about what topic to write about for my blog that you are reading now, the market pundits pointed out that the Dow Jones...
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5 Factors to Consider: Selecting a Wealth Management Firm
As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...
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Your Credit Score: Knowing Whats Behind the Number
Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...
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This Holiday Season, Ignore the Relatives
'Tis the season to gather and celebrate with friends and family. Each year, old traditions are remembered and new traditions are made. We...
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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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My Brain Made Me Do It
How does one get off this ride? 2011 was another year of market moving headlines. We saw the tsunami and nuclear disaster in Japan. Osama Bin...
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Financial Planning The Purpose and Benefits
Last Updated: October 5, 2009 People frequently misunderstand the purpose and benefits of financial planning. They think it's only about...
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