Estate Planning
Power of Attorney

Factors in Selecting a Power of Attorney Holder

When it comes to estate planning it is not only important to have the right documents, but it is crucial to have thought through the people who...

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Investment
eyesight is 20-20

Hindsight Bias The Reason Hindsight is 2020

An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...

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Credit Repair
Credit Card Repirt

Credit Card Guide — Using Credit Cards

To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...

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Losing a Loved One
Before the Eulogy

Before the Eulogy

I recently attended a funeral mass for the father of a client. It was a wonderful occasion to reflect on a well lived life of more than 90...

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Buying a Home
Real estate

Is Real Estate a Good Investment Today

With market volatility and real estate prices where they are today, many are wondering, “Should I invest in real estate?”Real estate can add...

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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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Divorce
Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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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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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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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
your 50s and 60s

The Home Stretch - Your 50s and 60s

Try to boost your retirement savings goal up to 20 percent or more of your income. Workers age 50 and over can invest extra dollars into their...

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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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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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Savings
Five Financial Resolutions

Five Financial Resolutions for a Prosperous New Year

You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...

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College
college children

Financial Skills and Children Leaving for College

Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...

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Retirement
self employed

Retirement Savings Plans for the Self-employed

Choosing to leave a corporate job and become self-employed does not mean you have to leave behind regular contributions to a retirement savings...

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Savings
saving strategy

The Saving Strategy

Basic economics states that you may do one of four things with money: save it, spend it, invest it, and give it away. Americans have no trouble...

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Investment
Easy Street

Where the Heck is Easy Street?

From Main Street to Wall Street, people are desperately looking for Easy Street. The troubling state of affairs is infusing fear into America’s...

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Investment
under 40 worker

Avoid Retirement Fail Strategies for the Under 40 Worker

It’s tough being a younger worker in this economy. Whether you are facing an entry level salary in your first job out of college or are a...

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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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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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Retirement
fire drill

Retirement Fire Drill

If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill....

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Retirement
Before Catastrophe Strikes

Discuss Money Issues Before Catastrophe Strikes

Talking about a parent's finances needs to happen long before the elder is ill or incapacitated. In fact, the best situation is when the older...

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Savings
summer vacation

For a Summer Vacation to Savor Start Saving Now

The calendar says it’s only March, yet there you are, sitting in your office, daydreaming about summer vacation possibilities. Will it be the...

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College
The Dream

College for Working Adults Financing the Dream

About 40 percent of American college students are 25 years of age or older, indicating it is never too late to seek a college degree. In order...

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Investment
Rainy Day Emergency

Ready for a Rainy Day Save for Emergencies

It has long seemed like trivial advice. Set three to six months of money aside in an emergency fund. Well, that advice is no longer something...

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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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Divorce
Divorce Mediation

The Advantages of Divorce Mediation

As financial planners, we are sometimes called on to assist with some of the sadder events in life – for example, death, disability and divorce...

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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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Investment
behavioral finance

Financial Planning Insights from Behavioral Finance

Without the proper perspective you can be your own worst enemy when it comes to financial planning. Finance-related behavior is often...

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