Retirement
Social Security

Social Security

As more and more of our ‘baby boomers’ come of age and near the time for applying for social security benefits, I thought it might be...

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Starting a Family
kids money

Need to Teach Young Kids about Money - Try These Ideas

If personal finance education was mandatory in our schools, would the nation face the perilous economic problems it faces today? It’s a good...

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Investment
FinancialPlanning

WhatisFinancialPlanning

I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...

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Saving on Taxes
Fiscal Cliff

Paragliding Off the Fiscal Cliff

Well the fiscal cliff, much like the Mayan calendar, and much like Y2K, was just another non-event. A lot of buzz with even a lot more fizzle....

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Investment
parenting young adults

Financial Parenting for Young Adults

By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF Last Updated: May 7, 2012Dr. Lee Hausner,...

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Buying a Home
Renovations in a Down Home Market

Be Smart about Renovations in a Down Home Market

It's unlikely the real estate market will return to the fever pitch of the mid-2000s anytime soon – and maybe that's not such a bad thing. But...

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Investment
Better bank

The Hunt for a Better Bank Account

The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...

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Divorce
Women Divorce

The Financial Challenges of Divorce and Widowhood

As if the profound emotional strain and upheaval from divorce or the death of a spouse weren’t enough, many newly independent women also find...

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Divorce
divorce relocation

Financial Planning for Relocation During Divorce

What steps can you take during the emotionally-draining and uncertain divorce process to financially plan for relocation? In concert with...

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Savings
Restore Her Finances

A Single Mom's Plan to Restore Her Finances

The Problem/GoalStarting over is never easy. At 41, with four children to take care of, beginning a new life can put a pinch on anyone’s...

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Investment
Money Resolutions

Money Resolutions

We are getting toward that time of the year again where we start to reflect on the events of the past year and look forward to the...

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Credit Repair
Credit Card Repirt

Credit Card Guide — Using Credit Cards

To get out of debt, track your spending. For one month, record where and how much money you spend wherever you go. By the end of the month, you...

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Investment
Rich Quick

Our Desire to Get Rich - Quick

Perhaps it is the time of the year with gift giving and wishes for a happy and prosperous new year, but I sense it is the all-American desire...

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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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Divorce
divorce state borders

Divorce Across Borders

Given the mobility enjoyed by individuals today, divorce across borders is becoming increasingly prevalent. It is also one of the most...

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retirement
Retirement Savings

Traditional or Roth IRA? Choosing a Retirement Plan

Recognizing that saving for retirement is a must for anyone who wants to control their own financial destiny and avoid running out of money...

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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

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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Investment
Nonstock Investments

Are Alternative Investments Right for You?

If the financial crisis of several years ago taught us anything, it is that the traditional stocks-bonds-and-cash investing model may no longer...

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Investment
Substitute

No Substitute

If advertising trends are any indication, more and more of us are experiencing increased levels of what I’ll call “yield fatigue”. New...

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Investment
Tips to Help in a Recession

5 Steps for Dealing with Recession

The economic news of late does not seem supportive of a rapid economic rebound. In fact, for a growing number of individuals there is concern...

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Investment
Paying advisors

What exactly are you paying your advisors

Many investors would agree that minimizing investment cost is one of the basic tenets of sound investing, and critical to achieving long-term...

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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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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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Investment
Like a Billionaire

How to Give Like a Billionaire

Legendary investor Warren Buffet and billionaire entrepreneur Bill Gates created the “Giving Pledge” in 2010.  The Pledge was a way to...

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Investment
annuity investments

Introduction to Annuities

Annuities account for a significant part of all investment sales, partly because they offer features and benefits that are unavailable...

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Retirement
retirement planning

Retirement Goals Start at the Beginning

A number of recent surveys indicate that many people no longer view 65 as a realistic retirement age and believe that they may find themselves...

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saving
Fringe benefits

Financial Resolutions With Huge Fringe Benefits

Striving to improve our lives is part of being human. We all have things, personal and professional, we want to accomplish, goals we want to...

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Investment
my motivation

So What's My Motivation Here?

If you‘re reading this blog, you’ve at least taken some initiative to learn more about financial planning. Topics abound from setting goals to...

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Retirement
Reasons to Keep Life Insurance During Retirement

Five Reasons to Keep Your Life Insurance During Retirement

When entering retirement, it’s common to simplify your budget as much as possible by cutting all unnecessary expenses. Nix the expensive work...

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