Retirement
Retirement Preperation

Retirement Preparation to Live Comfortably Later

Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...

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Estate Planning
Children Documents

Do Young Adult Children Need Estate Planning Documents

Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...

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College

Applying for Financial Aid A Quick FAFSA Primer

With the price of a college education rapidly rising over the last decade, and in the current difficult economic times, students and families...

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Starting a New Job
Without Negotiating

Earn Higher Pay Without Negotiating

It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...

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Retirement
Reality Retirement

The New Reality of Retirement

“Retirement” is different now than it was for previous generations. Retirees used to be able to count on a solid pension, full healthcare...

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Savings
Take Charge of Your Financial Literacy

Take Charge of Your Financial Literacy

As you may have seen on this or other sites, April is Financial Literacy month. While some people go back and forth as to whether or not...

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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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College
college children

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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Investment
Stress Test

Stress Test Your Financial Health

Take this financial checkup, and in ten easy questions, you will know which essential aspects of your financial plan are healthy and what needs...

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Savings
SavingPart3

What Should I Be Saving: Part 3

This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...

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Buying a Home
Renovations in a Down Home Market

Be Smart about Renovations in a Down Home Market

It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...

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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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Insurance
Health Care Reform

Health Care Reform and You

The Patient Protection and Affordable Care Act, or PPACA, has many facets to it and its implementation will be done over several years....

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Investment
financial infidelity

Conquering Financial Infidelity

Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...

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What is Fair

Tax Reform – What is Fair?

Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...

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Credit Repair
poor credit

Poor Credit Affects Your Ability to Plan

Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...

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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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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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Savings
Paper Bonds

The Real Cost of Paper US Savings Bonds

Do you have a stack of U.S. Savings Bonds stashed under your mattress or in a safe deposit box that you’ve been collecting since childhood? You...

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Savings
Retirement and Taxes

Retirement and Taxes

As we enter the final weeks of tax season, now is a great time to review your goals and look towards your retirement planning. If you are...

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Investment
Investing Isnt

When Investing Isn't

I recently received a “March Madness” promotional offer from an industry publication that involves picking mutual funds which are then put into...

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Investment
Nonstock Investments

Are Alternative Investments Right for You?

If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longer...

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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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Starting a New Job
Open Enrollment at Work

Be Wise at Work - Use Open Enrollment to Your Benefit

Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...

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Investment
insurance broker

How to Select an Insurance Broker

Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...

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saving
Financial Millennials

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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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
Retirement Savings

Traditional or Roth IRA? Choosing a Retirement Plan

Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...

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Divorce
international divorce

Financial Planning Insights for International Divorce

Financial planning for you and your family’s future livelihood is a prodigious challenge in the process of international divorce — an option...

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Serving in the Military
military personnel

Financial Tips for Families of Activated Military Personnel

Reservist and National Guard families whose loved ones have been activated for duty in Iraq or other distant lands face not only separation but...

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