Investment
mission

Calling All Troops! What is Your Mission?

What I’m talking about is your financial mission for yourself and your family. No one starts a vacation without a destination. No one starts a...

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Savings
Paycheck to Paycheck

How to Break the Paycheck-to-Paycheck Treadmill

Are you living paycheck to paycheck? Do you have your fingers crossed that you can dodge yet another month without a financial crisis that...

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Investment
Better Off 

Are You Better Off Today Than Four Years Ago?

Every day we get bombarded with reminders that we are not better off than we were four years ago. Obviously, if we have been unemployed during...

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Retirement
Maxed Retirement

I've Maxed Out My Retirement Plan... What Next?

First off, if this situation applies to you then let me say… “Congratulations!”You’re doing a great job of saving for your future, and it will...

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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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Investment
Invest Outside

Invest Outside the Box

Most people consider the Morningstar Style Box, the ubiquitous 9 square grid seen all over financial publications, as the entire spectrum of...

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Starting a Family
medicare

Choosing Your Retirement Health Coverage

If you are looking for an indication of just how confusing Medicare's rules can be, type the two-word phrase "Medicare maze" into Google's...

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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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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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Divorce
family divorce resolution

A Suitable Divorce Resolution Option for Your Family

Keeping in mind that one in two marriages end in divorce, you should also know that this past holiday season possibly signified a vital turning...

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Savings
Ways to Be a Better Saver

Put Your Finances on a Diet: 8 Ways to Be a Better Saver

Every January, millions of us begin the New Year with a very familiar set of resolutions: Lose weight, save money. Both goals are surprisingly...

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Saving on Taxes
return due

Wow, My Tax Return is Due April 17!

“I can’t believe I am a week away from when my tax return needs to be filed”. I am sure that there will be a few people who are reading this...

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Divorce
Divorce mistakes

What Common QDRO Mistakes Should You Avoid in Your Divorce

How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...

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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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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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Investment
steve jobs

What If I’m Wrong

If you’ve ever watched Steve Jobs 2005 Stanford Commencement Speech, you will likely remember the poignant description of his morning ritual in...

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Retirement
Retirement Time

Maximizing Your Time in Retirement

Time is money, as the old saying goes. If this is true, you may never be so wealthy (in time at least) as you are during retirement. Gone are...

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Insurance
life insurance

Whole Life and Term Insurance

Should I purchase whole life or term insurance? This is perhaps the most frequently debated question when it comes to life insurance. If you do...

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Saving on Taxes
Your Tax Return

Who's Preparing Your Tax Return?

For many of you, your answer will be “I prepare my own return.” If your return is a simple one because all you have is a W-2 form for your...

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Losing a Job
new jobs

Putting a Plan Into Place

Early key moves and decisions can make a difference between surviving financially until you're successfully employed again – perhaps even...

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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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Investment
cliff

Falling Off the Cliff

I am reminded of Douglas Adams’ quote “It’s not the fall that kills you; it’s the sudden stop at the end.” The U.S. Government, as a way to...

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Starting a Family
Adopted Baby

Thinking About Adoption-Plan Your Finances First

Adopting a child is one of the biggest decisions you may ever make. It can also be a shockingly expensive decision that will have a huge effect...

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Retirement
benefit pension plan

Decisions Decisions

Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you...

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Saving on Taxes
tax edge

8 Ways to Gain an Extra Tax Edge

The golden rule for minimizing your tax burden and avoiding unpleasant surprises from the IRS this year — and any year for that matter — can be...

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Investment
Rollover

When to Rollover Your 401(k)

The financial industry wants to make sure you are fully aware you left something b...

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Investment
Management firm

5 Factors to Consider: Selecting a Wealth Management Firm

As more consumers turn to comprehensive wealth managers for assistance in putting together a financial plan, it is becoming increasingly...

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Retirement
gen y-ers

Fearful of Wall Street and Not Saving for Retirement

Generation Y investors are the most conservative generation of investors since the great depression, despite their long-term time horizon,...

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Estate Planning
Part III

Estate Planning for the Middle Class - Part III

Part III: More Estate Planning DocumentsLast month we looked at the first of the basic estate planning documents — the will — and at the...

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Investment
Valentines day

This Valentine's Day Get Rid of Loser Money Habits

Last year’s Valentine’s Day blog was about how to not break the ba...

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