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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Retirement
retiring

7 Signs It’s Time to Retire

Deciding when to retire is not always easy. Many people simply base the decision on their birthday, but there are a whole host of other factors...

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Savings
SavingPart3

What Should I Be Saving: Part 3

This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...

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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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Investment
new years resolutions

New Year Resolutions Financial Planning

One of the top New Year’s resolutions many people make is to get their finances in order. Unfortunately, like so many resolutions, the weeks go...

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Caring for a Loved One
Planning for an Illness or Death in the Family

Planning for an Illness or Death in the Family

A sudden death or serious illness in the family can knock spouses and other family members for a loop. If the primary breadwinner dies, what...

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Investment
costly free things

Why Free Things Can Wind Up Costing You

When was the last time you were drawn to a product or store by an advertisement offering something for free? Of course you have probably heard...

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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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Retirement
Planning Mistakes

5 Common Retirement Planning Mistakes (And How To Fix Them)

The timing could not have been worse. The largest generation of retirees in our nation’s history is entering their retirement years during the...

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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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Divorce
Finances in Divorce

Sometimes It Doesn't Work Out - Finances in Divorce

It was marital bliss then life happened. Now you are getting a divorce! It is a stressful and emotional time and there are important decisions...

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Credit Repair
poor credit

Poor Credit Affects Your Ability to Plan

Your credit affects many areas of your life. For example, your credit worthiness will affect your ability to purchase goods and services on...

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Credit Repair
double edged sword

Debt the Double-Edged Sword

The debt amount a person or entity owes to a creditor for funds borrowed is a four letter word capable of conjuring cold sweats in many...

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Investment
For Uncertainty

Planning For Uncertainty

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial...

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Investment
investing in commodities

A Diversified Approach to Investing in Commodities

If you watch TV, read the newspaper, or listen to the radio, you have probably heard something about buying gold. With gold prices hovering...

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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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Savings
Ready set

Ready, Set, Save

In the world of personal finance, saving is putting money away in the present for future consumption. We’ve all read about the dismal savings...

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Savings
grocery store

Surviving the Grocery Store Maze

For many people, the grocery bill is one of the largest flexible budget items. Everyone needs food and water to survive, but after meeting this...

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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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Getting Married
wedding couples

Financial Planning Be Part of Your Wedding Preparation

The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...

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Stolen Identity
Against Identity Theft

Protect Yourself Against Identity Theft

Identity theft is an increasingly worrisome topic for many. With more than a million people affected by identity theft each year, the below are...

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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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Investment
Don’t Understand My Financial Plan

I Don’t Understand My Financial Plan

Recently reflecting on some of cinema’s greatest intellectual quotations, I was reminded of movie Detective James Carter’s infamous query in...

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Retirement
six year old

How A Six Year Old Saves For Retirement

In our society of conspicuous consumption and spending-beyond-means, many parents face an uphill battle to encourage children to save for the...

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Divorce
Retirement benefits

Assessing Your Retirement Benefits During Divorce

When and how you apportion your retirement plan and employee benefits between you and your divorcing spouse is an essential family financial...

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Losing a Loved One
important letter

The Most Important Letter You May Ever Write

A simple letter of instruction, written in tandem with your will, may be the most important letter you will ever write. Not only will it...

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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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Estate Planning
Ethical Will

Thinking about an Ethical Will

When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...

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Retirement
planning documents retiree

10 Essential Documents for Retirement

When planning for retirement, most people focus on saving, and rightly so. Having enough money to fund your retirement dreams is a key element...

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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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