Investment
Retrain your braind

Retrain Your Brain for Financial Success

The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...

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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 New Job
College to Employment

The Transition from College to Employment – A Checklist

The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...

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Investment
location

Location, location, location

You have probably heard the old real estate adage – location, location, location – meaning the location of your house has a great impact on...

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College
2012 calendar

Important Dates for Your 2012 Calendar

Last Updated: January 1, 2012If you’ve made a New Year’s resolution to get control of your finances in 2012, here’s a list of important...

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Investment
withdrawal penalty

Exceptions to the Early Withdrawal Penalty

Sometimes life doesn’t go according to plan, and sometimes what we’ve set aside for retirement must be used earlier than expected due to a job...

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Getting Married
Merging Your Finances

Matrimonial Bliss - Pros and Cons of Merging Your Finances

Congratulations on deciding to tie the knot and making it official by getting married! Before you happily embark on your wedding preparation...

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Investment
FinancialPlanning

WhatisFinancialPlanning

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Starting a New Job
 Challenges Facing Business Owners

Top 5 Financial Challenges Facing Business Owners

As many business owners painfully discover, successfully building their enterprise does not always directly translate into successfully...

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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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Insurance
insurance plans

Life Changes That Affect Your Insurance Plans (Part 2)

This checklist is the second in a two-part series regarding times when it is appropriate to review insurance coverages. Last month’s list...

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Preparing for Disaster
flood insurance

What You Need to Know About Flood Insurance

I live in an area that was hit hard by Hurricane Irene. Although I lost power for a few days, that was nothing compared to the devastation...

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Retirement
Inheriting Retirement

Beneficiaries and Inheriting a Retirement Account

As your financial planner did an annual review of your financial plans, he or she probably went over your beneficiary designations to review...

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Savings
A Savings Study

The Challenge of Saving

Why can it be so difficult to save for the future? Do you know precisely how much money you should be saving today? Are you saving enough? If...

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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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Investment
investing stocks

Dont Just Buy What You Know

Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...

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Investment

Get Off the Roller Coaster

The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...

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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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Divorce
Divorce Planning

Creating an After-Divorce Action Plan

The number of individuals getting late in life divorces has quietly increased over the last several years. The U.S. now has the highest...

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Divorce
Retirement benefits

Assessing Your Retirement Benefits During Divorce

When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...

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Investment
Treat for Investors

October: A Trick or Treat for Investors

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...

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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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Investment
For Uncertainty

Planning For Uncertainty

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...

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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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Investment
staying on course

The Retirement Journey Stay on Course

Volatile global financial markets, political issues, budgetary concerns, unemployment, debt crises, etc. These headlines can heighten your...

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College
paying for college

How to Pay for College

It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...

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Investment
Consumer Bureau

Consumer Financial Protection Bureau Puts Consumers First

In a recess appointment on January 4th, President Obama appointed Richard Cordray as the first director of the Consumer Financial Protection...

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Retirement
retirement planning

Confidence in Retirement 10 Planning Mistakes to Avoid

As more Baby Boomers approach their Golden Years they are faced with a plethora of challenges. Especially for those with greater resources, the...

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Investment
my motivation

So What's My Motivation Here?

If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...

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Investment
Forward thinking

Forward Thinking

A few years ago I helped conduct a focus group. One of the conclusions was that those focus group members who had a longer term perspective...

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