Investment
Invest In Yourself

Invest in Yourself to Make Your Prospects Brighter

When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...

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Estate Planning
Estate Planning

Estate Planning for the Middle Class-Part I

Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...

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Investment
Stayed Course

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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Estate Planning
Losing Your Inheritance

Losing Your Inheritance to Uncle Sam - or Others

Successful estate planning takes not one generation, but two. The first generation needs to make a clear, sensible plan and the second needs to...

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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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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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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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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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Insurance
life insurance policy

Should I Replace My Life Insurance Policy

Many clients have come to me with this question over the years, and there is no simple answer. When an insurance agent recommends a replacement...

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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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Investment

Headlines vs Markets

The media’s job is ultimately to make money by selling advertising. How much advertisers are willing to pay depends on how widely their message...

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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
Union Blues

The European Union Blues

When an individual or corporation owes more money than can be paid back, they can declare bankruptcy. But what happens when a country like...

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Retirement
retirement blunders

8 Major Retirement Blunders

It really doesn't take much to derail a retirement plan. Most of the errors in planning for retirement are those of neglect, omission or panic....

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Retirement
retirement journey

Planning Your Retirement Journey

Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...

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Divorce
divorce settlement

Financial Planning Matters for Tackling a Divorce Settlement

Even though divorce is frequently a financially uncertain and emotionally-draining ordeal, you can alleviate qualms over your individual and...

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Divorce
Divroce Planning

Getting a Divorce Financially Prepare Yourself

Last Updated: May 11, 2009 When it comes to life events, few can compare with divorce. With a divorce, your life gets turned upside down with...

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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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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
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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Insurance
important asset

Protecting Your Most Important Asset

What is your most important asset? When asked this question, most people respond with their house, their 401(k), or the inheritance they hope...

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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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Estate Planning
Part II

Estate Planning for the Middle Class-Part II

Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies,  it is often the simplest items that are...

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Savings

Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning

Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...

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Estate Planning
Digital Estate

Planning Your Digital Estate

A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...

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Investment
Rich Quick

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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Investment
buying cars

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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Retirement
Brain Action

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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Retirement
retirement paycheck

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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