Estate Planning
getting set for retirement

Are You All Set?

Several years ago I was asked to give a retirement seminar to my family at a reunion. This was a little strange for me because, as the second...

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Estate Planning

Estate Plan — Estate Planning Information — Why You Need an Estate Plan

Many people assume that estate planning is only about saving estate taxes. Consequently, they often ignore estate planning because they assume...

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Investment
How Do Options Work

How Do Options Work?

What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...

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Investment
4 Good Decisions

4 Steps Toward Good Financial Decisions

Making good financial decisions sits at the base of financial success. Really all financial advice revolves around that one goal — helping you...

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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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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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Divorce
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

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Investment
Reflections Priorities

Reflections on Priorities – Get Ready for the Holidays Now

On September 11th of this year, I experienced several unconnected situations that required me to check in on my priorities and how they gel...

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Starting a Family
Financial Security for Loved Ones

How to Provide Financial Security for Loved Ones

One of the best Valentine’s gifts you can provide your loved one is financial safety and security. Perhaps you have heard the “Pension Pickle”...

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Serving in the Military
military return

Returning Military Financial Re-entry to Everyday Life

It's never too early for military personnel and their families to start talking about the right financial steps to make when returning home.One...

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Divorce
Divorce Finalized

My Divorce is Finalized. Now What?

Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...

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Retirement
losing your job

Considerations for Your 401(k) if You Lose Your Job

There are many challenges when you lose your job, including what to do with your 401(k) plan. This article outlines some of the things you...

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Savings
holiday entertaining

Holiday Entertaining on a Sensible Budget

What better way to ring in the holidays than by hosting some of your favorite people to socialize, celebrate and relieve some holiday stress...

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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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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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Savings
Sound Financial Plan

Save with a Sound Financial Plan

Last Updated: February 17, 2012 Any recent efforts you've made to scrimp, save and pay off debt should become a permanent part of your...

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Preparing for Disaster
travel insurance

Make Sure Your Travel Insurance is a Real Safety Net

Weather delays, terrorism scares and general overcrowding in the skies have lead to plenty of frightening travel news on the airwaves. If you...

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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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Divorce
special needs child

Divorce and Your Special Needs Child

There are few challenges more difficult than going through divorce and having a special needs child.  As a divorced, single parent of a...

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Investment
Financial lesson

Will You Teach One Financial Lesson?

I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...

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Retirement
retirement anxiety

How to Minimize Anxiety as You Approach Retirement

By FPA member Joseph R. HearnLast Updated: August 10, 2011It’s understandable if you’re feeling a bit anxious. In the last few years we’ve had...

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Insurance
insurance plans

Life Changes That Affect Your Insurance Plans

Insurance is oftentimes viewed as a static process. You buy life insurance, auto insurance, health insurance, and other forms of coverage, and...

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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
Connecting Money

Connecting Your Money with Your Life

So how’s that money connection going in your life? As financial planners we spend a lot of time putting things together like budgets, net worth...

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Investment
overcoming fear

Overcoming Fear to Find Bargains

Behavioral finance is a relatively new field of study that blends economics with psychology by studying the decision making process. It is...

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buying a home
Homebuyer Finance

Financial Planning for First-Time Homebuyers

You’ve learned plenty of consumer lessons haggling with automobile dealers to buy a car, reckoning with rental apartment leases and landlords,...

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College
college freshmen

Top 10 Money Decisions for Today’s Incoming College Freshman

Money management is a bigger issue than ever on college campuses. Parents and students should start working on the student's financial future...

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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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Savings
Compound Returns

The Reality of Compound Returns

Albert Einstein was reportedly quoted as stating that compound interest is the most powerful force in the universe. However, compound interest...

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Investment
self investment

Do You Have a Self-Investment Plan

The beginning of the year is a good time to think about how you'll handle your financial investments, but it's also a good time to consider how...

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