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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Savings
taxes control

Dont Let Taxes Control Investment Decisions

Taxes can eat away a significant portion of an investment's return. Yet at the same time, financial planners caution against allowing the "tax...

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Investment

REITs 101 What You Need to Know About Real Estate Investment Trusts

What is a REIT?REIT is the acronym for Real Estate Investment Trust, which is a real estate company that offers shares to the public. Some...

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College
student savings

6 Steps for Student Savings

With college tuition rates ever on the rise, today’s students of higher learning are coming face-to-face with the prospect of looming student...

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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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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
Insider Guide

Insiders Guide to Finding a Financial Planner

“Hi, I think I’m interested in a financial planning but I’m not sure of the scope of a financial planner. My priorities are reducing my...

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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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Estate Planning
Children Documents

Do Young Adult Children Need Estate Planning Documents

Recently my son, a 21 year old senior in college, required some minor surgery. I felt pretty comfortable with the privacy rules pertaining to...

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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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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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Insurance
long-term care isnurance

Should You Buy Long-term Care Insurance

For many people in retirement, their greatest fear is ending up in a nursing home. Being able to live independently or, barring that, getting...

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Starting a New Job
Open Enrollment at Work

Be Wise at Work - Use Open Enrollment to Your Benefit

Football. Fall foliage. Falling temperatures. Autumn has arrived, and with it is a golden opportunity for members of the American workforce to...

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Retirement
women retiree

Top 5 Reasons Why Women Face More Risk in Retirement

It’s apparent that Americans, both women and men, have not saved enough money for retirement. Studies have increasingly indicated that many...

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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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Investment
prepaid cards

Prepaid Cards Get a Look From the Consumer Protection Bureau

In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...

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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
Marital Home

Should You Keep the Marital Home - Divorce Settlement

A home is typically the toughest asset to divide when it comes to divorce. There are memories, dreams, and a sense of familiarity tied to it,...

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Saving on Taxes
Family Taxation

Family Taxation

Most of what we, as taxpayers, understand about taxation comes from our focus on taxes and how they affect us either individually or as a...

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Investment
behavioral biases

Know Your Enemy Cognitive Behavioral Biases

You can be your own worst enemy if you do not have the proper perspective on your investment portfolio. Human nature can be contrary to...

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Investment

Availability Bias Don’t Rely on Heuristic Decision Making

Traditional economics holds that people process information in an objective and unbiased manner. The reality, however, is that most people...

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Investment
buying cars

How to be Smarter About Buying Cars

Much of the personal finance industry is focused on investing, but it’s also important to know how to be a better saver and spender. For many...

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Starting a New Job

Considerations in Starting a Business

When considering starting a business...

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Investment
Planning Problems

Videos of The 6 Biggest Financial Planning Problems

I feel that a picture’s worth 1000 words and a video clip is worth 1000 pictures. So I’m putting this blog together to show you the 6 things to...

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Retirement
Preparing for Retirement

Coming Of Age Retirement Age

As our baby boomer population starts contemplating the day they will leave the workplace, they begin to realize that there are a lot of...

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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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Buying a Home
Homeowner’s Insurance Checklist

Homeowner’s Insurance Checklist

Homeowners insurance is an important, but often overlooked, part of any financial plan. Not only does it protect what for many is their largest...

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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
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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