Investment
startitis

"Start-itis"

Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms:...

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Starting a Family
The Cost of Adoption

The Dollars and Cents of Adoption

Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...

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Estate Planning
estate planning

Leaving a Legacy An Everyman’s Guide to Estate Planning

It is believed that estate planning and deciding how your valued assets will be handled after you die is only for wealthy people with a large...

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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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Retirement
six year old

How A Six Year Old Saves For Retirement

In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...

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Savings
holiday gifts

How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!

The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...

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Preparing for Disaster
travel insurance

Make Sure Your Travel Insurance is a Real Safety Net

Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...

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Getting Married
Merging Your Finances

Matrimonial Bliss - Pros and Cons of Merging Your Finances

Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...

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Divorce
Baby Boomer Divroce

The Perfect Storm Divorcing Baby Boomers

As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of...

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Buying a Home
mortgage

Shopping for a Mortgage

A mortgage is a long-term loan that a homebuyer obtains from a bank, savings and loan, mortgage broker, online broker or even the property...

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Investment
Like a Billionaire

How to Give Like a Billionaire

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to...

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Starting a Family
kids money

Need to Teach Young Kids about Money - Try These Ideas

If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...

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Investment
How Do Options Work

How Do Options Work?

What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...

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Caring for a Loved One
Disability Insurance

8 Things to Consider about Disability Insurance

Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...

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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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Investment
4 Good Decisions

4 Steps Toward Good Financial Decisions

Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...

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Retirement
Social Security

When Should You Take Social Security

One of the first lessons of financial planning is that you shouldn’t base your retirement future on the prospects for the Social Security...

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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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Investment
Teaching Learn

Teaching to Learn

You may have heard the saying “those who can’t do teach” but I find that, when I really want to learn something new, the best way to approach...

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Investment
For Uncertainty

Planning For Uncertainty

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...

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Investment
Holiday Spending

Ingredients for Holiday Spending Success

It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...

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Investment
FTC Rules

New Federal Consumer Protection Rules – What You Should Know

On Jan. 1, new federal consumer protections went into effect on issues ranging from transparency on credit reports to safeguards against...

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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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Preparing for Disaster

If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...

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Savings
A Savings Study

The Challenge of Saving

Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...

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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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Serving in the Military
military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

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Serving in the Military
veterans

Veteran's Day

This Monday November 12th we will recognize Veteran’s Day. As a nation, even when we cannot agree on whether or not we should participate in a...

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Investment
stock and rental property

How Owning Rental Properties and Stocks Can Be Similar

In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...

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Divorce
Divorce Planning

Creating an After-Divorce Action Plan

The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...

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