Saving on Taxes
Tax Refund

4 Ways to Use Your Tax Refund

Visions of excess dance in your head as you await the arrival of a tax refund check from the Internal Revenue Service (IRS). This is “found...

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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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Getting Married
stepfamily planning

Yours Mine And Ours-Stepfamily Finances Require Plenty Of Planning

When two people with kids decide to get married, the emotional side of the equation is already complicated.  How will the kids get along under...

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Preparing for Disaster
disaster plan

7 Steps to Take When Creating a Disaster Plan

When you're in the middle of a disaster, it's hard to think about long-term issues. Focus gets narrowed to finding a way to get through each...

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Retirement
Social Security

Social Security

As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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Estate Planning
Part-V

Estate-Planning-for-the-Middle-Class-Part-V

Part V: Charitable GivingThis month we will explore the power and flexibility of charitable giving in crafting an estate plan.  Most people...

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Caring for a Loved One
geriatric care

Is a Geriatric Care Manager Right for You or a Loved One

For anyone who has ever lost sleep worrying how their parents are doing half a country away, hiring a geriatric care manager (GCM) might be 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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Credit Repair
benjamin franklin

“You May Delay but Time Will Not”

Benjamin Franklin’s words still ring true today. Since the time he wrote “The Way to Wealth,” there has been no shortage of information and...

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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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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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Estate Planning
Part IV

Estate Planning for the Middle Class-Part IV

Part IV: Property Ownership, Titling and BeneficiariesMost people have the misunderstanding that it's their will that dictates how property is...

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Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

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College
Graduates Footing

4 Ways for Graduates to Get onto Sound Financial Footing

As graduates seek to start their careers, many have high expectations, and many questions on how to get ahead. Below are four things I’ve...

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Investment
Play The Lottery

Should I Play The Lottery

A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...

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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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Losing a Loved One
Financial Matters Following a Loved Ones Death

Financial Matters Following a Loved Ones Death

Making sensible financial planning decisions after the loss of a family member or personal friend can be quite a challenge.If designated to...

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Investment
SMART Goals

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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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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Estate Planning
Wealth Transference Failure

Wealth Transference Failure and How to Avoid It

If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...

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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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Saving
Travelling Tips

Tips to Take Your International Travel Dollar Further

Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...

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Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

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Investment
Mid-Year Financial Checkup

Make Time for a Mid-Year Financial Checkup

There is an antidote to the anxiety and uncertainty that often mounts as the calendar advances through summer, fall, winter...and inevitably,...

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Investment
americans overseas

Financial Planning for Americans Overseas

Globalization has not only moved many American jobs overseas but Americans, too. There can be real benefits to an overseas posting such as...

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Saving on Taxes
Family Taxation

Family Taxation

Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...

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retirement
Retirement Income

Nest Egg Knowhow: Income Planning for Retirement

It has long been part of the American Dream: to earn and save enough money during our working years to live the lifestyle we choose throughout...

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Savings
money strategy

What Is Your Savings Strategy?

It's never an easy question to answer. What should you save toward? Should you save only for retirement? Should you save for college first and...

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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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