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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Caring for a Loved One
health care policy

How to Evaluate a High-Deductible Health Care Policy

According to an August survey from America’s Health In...

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Losing a Home
refinancing mortgage

Refinancing your Mortgage in Retirement

With mortgage rates at historic lows, many home owners are refinancing mortgages. But for many, this seems to be an impossible task. There are...

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Savings
Family’s Plan to Become Debt Free

A Family’s Plan to Become Debt Free

The Problem/GoalMaria and Joseph Martinez are married and have a daughter, Isabella. Up to this time, they have enjoyed a very comfortable...

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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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Estate Planning
Wealth Transference Failure

Wealth Transference Failure and How to Avoid It

If you believe that everything has been done to preserve your estate as it passes to your heirs, you may want to think again. Almost 70% of...

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Serving in the Military
veterans

Veteran's Day

This Monday November 12th we will recognize Veteran’s Day. As a nation, even when we cannot agree on whether or not we should participate in a...

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Savings
Emergency Cash Reserves

Emergency Cash Reserves-Unloved Yet Necessary

I met with a couple recently to deliver their financial plan, and throughout the first half of the meeting we laughed repeatedly as they seemed...

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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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Divorce
dividing a nest egg

Dividing the Nest Egg in Divorce

Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....

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Divorce
Special Needs Alliance

Financial Planning for Your Special Needs Family in Divorce

With effective financial planning during divorce for your special needs children, you can handle unique concerns and help promote the future...

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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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Bankruptcy
credit resolutions

Put Your Credit Resolutions in Motion

One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...

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Investment
SMART Goals

Setting SMART Goals

How often in life have you been able to accomplish something without first defining what it is that you’re attempting to do? For example, have...

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Investment
Investment Abuses

Common Investment Abuses

Everyone that hasn't been lost at sea for the past few years has heard of Bernie Madoff. What we typically see in the news are cases of...

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Credit Repair
Improve Poor Credit

How to Improve Poor Credit

If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...

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Credit Repair
404

Your Credit Score: Knowing Whats Behind the Number

Your credit score is one of the most important numbers in life. It ranks right up there with your Social Security number – except this one can...

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Investment
stock and rental property

How Owning Rental Properties and Stocks Can Be Similar

In today’s turbulent market, why not rent out your portfolio — yes, rent out your portfolio! Okay, maybe that’s not entirely possible.However,...

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Investment
Thankful for Planning

Why Im Thankful for Financial Planning

This week is Thanksgiving, my favorite holiday of the year. My day will kick off running 10k with thousands of my closest friends in Cincinnati...

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Investment
Retirement Math

Retirement Math - How $200 May Be Translated to $66391

Last Updated: February 28, 2011 For those thinking about retirement, choosing when to retire must be balanced with making sure you are able to...

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Investment
women balancing act

The Financial Planning Balancing Act for Women

A recent study done by Financial Finesse reveals that women lag men in many vital areas of financial planning, most notably falling behind when...

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Investment
Risky Business

What Is Your Risk Tolerance

When it comes to building a solid and comprehensive financial plan, it's critical to get a sense of your tolerance for risk. Most tools that...

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Investment
base rate neglect

Base Rate Neglect Help Yourself by Knowing the Odds

Behavioral finance is the study of the emotional and cognitive biases that can lead to irrational financial decisions. While behavioral finance...

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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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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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Savings
holiday gifts

How a Holiday Spending Plan Can Turn Humbug to Ho Ho Ho!

The decorations, the shopping mall and, of course, all those screaming retail deals mean it is time for American consumers to start compiling...

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Retirement
Financial Confidence in Retirement

Financial Confidence in Retirement

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
Accountability

Mutual Accountability

We talk a lot at the financial planning firm I work for about mutual accountability. In fact, it is part of our vision statement. What it means...

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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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Credit Repair
cut your debt

10 Ways to Cut Your Debt Now

For many, the decision to get out of debt is preceded by weeks, months or possibly years of worry about these obligations. But it’s important...

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