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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Your First Job — The First Great Move
New college graduates will be entering the workforce this summer with plenty of excitement – and plenty of debt. Though your first job is...
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The Challenge of Saving Part 2
If you’re like most Americans, you probably have a tough time saving as much as you should. Part of the problem may be that you do not know how...
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Planning Your Retirement Journey
Imagine packing up your car for a trip, backing out of the driveway and you realize you have no gas or destination. Of course this would never...
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Ingredients for Holiday Spending Success
It’s that time of year again. There’s excitement in the air, discussions and twitter posts about all that we’re grateful for, and holiday...
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Top 10 Reasons I'm Thankful
I’m thankful that I’m not a turkey!I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls...
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Retire Your Debt
It’s almost impossible to open a newspaper these days without reading about your retirement “number.” That is, the amount of money you need to...
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Planning for Retirement in Today’s World
Twenty and thirty years ago, the picture of retirement most people had in mind was one where there was a finality to your job, you’d move to...
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If You Had the Time to Plan for a Sudden Serious Illness or Death in the Family What Would You Do
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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To Our Military Members: Protect Your Financial Future
My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me...
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A Simple Strategy for a Retirement Paycheck
Someone once said, “Everybody wants to go to Heaven, but nobody wants to die.” Something similar may be true for new retirees. Everybody wants...
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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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Thinking About a Tax Refund Loan?
The formal name is refund anticipation loans, or RALs. They're marketed primarily to cash-poor taxpayers who use their annual federal and...
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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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Retirement Preparation to Live Comfortably Later
Retirement may seem a long way off for people in their 20s, 30s and 40s. Why fret about something that’s decades away? Ben Franklin once said...
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Why Talk to a Financial Planner When You’re in Your 20s
It may seem like a challenge — you’re in your first job, you’re paying your own living expenses for the first time and, like many college...
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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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College Math: 12 Tactics to Get the Most Financial Aid
The good news for college-bound students and their families is that increases in education costs are slowing, according to the College Board....
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If a Friend Needs Financial Help Do It the Right Way
There may indeed be someone close to you who needs financial help. It could be a tough decision. Perhaps that person has been hit by a perfect...
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Dont Just Buy What You Know
Investors often embrace advice from accomplished professionals to, “buy what you know.” Legendary fund manager Peter Lynch and investing icon...
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Investing For College — Investment Choices
The challenge today is that there are so many options for saving, and one size does not fit all. Some of the vehicles to implement your college...
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Weddings on a Budget A Plan to Pay for the Big Day
Now that the big question has been popped and the ring’s on her finger, it’s time to put the wedding planning machine in motion. Then the...
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Earn Higher Pay Without Negotiating
It turns out that the “lost decade” of zero growth not only pertains to the stock market, but to personal income too. The U.S. Census Bureau...
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8 Things to Consider about Disability Insurance
Disability income insurance replaces one's income when one is unable to work due to sickness or injury. An individual disability policy is a...
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Will You Teach One Financial Lesson?
I saw a survey many years ago that suggested only one in five parents felt competent to teach their children about personal finance. A recent...
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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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Invest in Yourself to Make Your Prospects Brighter
When we think of investments, we often forget that the best place to make an investment of money or time is in ourselves. So if you’re in a job...
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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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I am Married - What is My Filing Status
It is tax time and a frequent question I get is – Can I file married but separately for tax purposes?The easy answer is yes, but as always...
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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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