Caring for a Loved One
Disability Insurance

Disability Income Insurance Checklist

When asked the question “what is your biggest asset”, most people will say “my house” or “my retirement plan.” But the truth is that our...

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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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Serving in the Military
Military Budget

Covering Your Bases on a Military Budget

Tips for Military Personnel and their FamiliesManaging your money on a military budget is tough enough. Now with so many service men and women...

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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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Credit Repair
Personal Debt Ceiling Crisis

Your Personal Debt Ceiling Crisis

It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...

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Credit Repair
credit check-up

A Credit Check-up

Many Americans want to obtain and maintain good credit, but may struggle with past mistakes that may have affected their credit score. Still...

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Preparing for Disaster
Disaster prep

Casualty Losses and Disaster Preparedness

For those living on the Eastern seaboard still cleaning up from Hurricane Sandy, we at the Financial Planning Association, wish you and yours...

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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
Biggest Personal Finance Changes

The 5 Biggest Personal Finance Changes in the Last 20 Years

My son recently turned twenty and it inspired me to reflect on all of the changes in his life as well as in my professional life. My son’s...

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Buying a Home

Getting Ready for the New Cost-Basis Regulations

One way to gauge if you are financially ready to buy a home is to ask yourself the following four questions:1. Is My Credit in Good Shape...

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College
Funding College

Funding Your Child's College Education

In addition to purchasing a home, funding your child’s college education could be one of the largest expenditures you ever make.According to...

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Buying a Home
rental house

To Buy or Rent

Owning a home has long been part of the American Dream. But given today’s economic realities and the risks associated with real estate...

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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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Investment

Financial Planning for Life

People frequently misunderstand the purpose and benefits of financial planning. They think it's only about beating the S&P 500 Index or...

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Estate Planning
dreaming big

Dreaming Big - Financial Planning for Unexpected Wealth

Money fantasies are nice. Some of them even come true – unexpected inheritances, yearend bonuses and yes, in even one in several hundred...

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Investment
Financial Records to Keep

What Records Do I Need to Keep

I was working on my spring housecleaning the other day ( I know I was supposed to do this three months ago but tax season got in the way!) and...

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Retirement
social security

Social Security Benefits — Do Your Homework

As you near retirement, it is important to have a clear picture of how your Social Security benefits will fit into your overall income in...

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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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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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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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Getting Married
Plan a Wedding on a Budget

Weddings on a Budget A Plan to Pay for the Big Day

Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...

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Investment
Driving Decisions

What is Really Driving Your Financial Decisions?

A brain scan was taken just before an individual placed a stock trade. Another brain scan was taken just before someone was given a hit of...

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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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Investment
Sharpe

How Sharpe is Your Portfolio

Whenever I meet with prospective clients, I usually hear the following comment “I want my portfolio to outperform the overall market, but I don...

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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
The Cost of Adoption

The Dollars and Cents of Adoption

Adoption is a gesture that comes straight from the heart, an act of immeasurable kindness and love. But while the emotions and bonds that...

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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
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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Saving
Travelling Tips

Tips to Take Your International Travel Dollar Further

Trailblazing travel writer Eugene Fodor once said, “You don’t have to be rich to travel well.” As true as that statement may be, taking a trip...

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