College
graduates and parents

A Guide for Graduates and Their Parents

Have a child graduating from high school or college soon? Go ahead, pat yourself and your youngster on the back for a job well done. But with...

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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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Investment
invest in your future

Determine if You’re Ready to Start Investing

Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...

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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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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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Divorce
Marital Home

Should You Keep the Marital Home - Divorce Settlement

A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...

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Investment
base rate neglect

Base Rate Neglect Help Yourself by Knowing the Odds

Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...

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Divorce
divroce

Taking Inventory of Your Marriage in Divorce

Your marriage is coming to an end. You look around and suddenly realize how do you go about deciding who gets what? Who gets the antique silver...

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Savings
First Budget

Creating Your First Budget

Budgeting is one of the first great lessons of personal finance, yet relatively few people are taught the basics of creating one. Or if they’re...

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Investment
stock basics

Preferred Stock Basics

Warren Buffet was recently in the headlines after agreeing to purchase Bank of America preferred stock. Buffet’s investment comes in the form...

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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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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Divorce
financial mistakrs

The Biggest Financial Mistake People Make

Start with a BudgetNo matter how sophisticated you think you are about your finances, don't pass up the opportunity to set a basic financial...

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Divorce
family divorce resolution

A Suitable Divorce Resolution Option for Your Family

Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...

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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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Retirement
Retirement Today

Planning for Retirement in Today’s World

Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...

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Starting a Family
expecting parents

Planning Basics for New and Expecting Parents

Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...

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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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Caring for a loved one
support parents children

Financial Stress of Supporting Parents AND Children

Talk about pressure. Many Baby Boomers and Generation Xers are feeling it from multiple directions — from a sense of obligation to help their...

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Investment
Finding support

Finding Support to Keep Your Resolutions

Last night during strength training class, our leader, Lori, wanted us to know that she would whip us into shape. “No breaks,” she said. “I can...

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College
most financial aid

College Math: 12 Tactics to Get the Most Financial Aid

The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....

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Starting a Family
PlanningAdoption

Financial Planning & Adoption

Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...

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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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Savings
money resolutions

The Promise and Peril of New Year Money Resolutions

As is customary this time of year, we begin to reflect on the year that is ending as well as the approaching year. This process can create a...

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Starting a New Job
Planning Tips

Mind Your Own Business Planning Tips for a Smooth Start-Up

It started with a great idea: a product or service on which you’re convinced a successful entrepreneurial venture can be built. Now comes the...

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Investment
emotional pitfalls

The Emotional Pitfalls of Selling Stocks

Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...

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Investment
One Good Decision

It Starts With One Good Decision

We are bombarded daily with tens of thousands of decisions. In the first half hour of the day, hundreds of decisions hit us. What clothes to...

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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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Investment
Charitably Inclined

Charitably Inclined?

As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...

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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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