Income Tax Planning — Tax Strategy — Tax Planning Advice — Tax Prep vs. Tax Planning
Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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What To Do Financially After a Death
Make a list of financial issues that will need to be addressed in the coming weeks and months, and focus on those actions that you must take...
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Your Personal Debt Ceiling Crisis
It's impossible to escape. The debt ceiling deadline and impending possible default are dominating the headlines. Whether on the television,...
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What Common QDRO Mistakes Should You Avoid in Your Divorce
How can you and your soon-to-be-former spouse split your individual qualified retirement savings, frequently the largest asset you may each own...
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Year of the Dragon Financial Makeover
Occupying the fifth position in the Chinese Zodiac, the Dragon is the mightiest of the signs. The Dragon is a creature of myth and legend, and...
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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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How to Select an Insurance Broker
Risk management and insurance planning are important parts of the financial planning process. Securing the right insurance begins with...
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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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Estate Planning for the Middle Class-Part I
Part I: What is it? Why do I need it?Everyone has an estate, regardless of size: it is just the total of your assets and liabilit...
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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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Acing Financial Life Skills in Your 20s and 30s
By FPA Members Elaine King, CFP®, CDFATM and Philip Herzberg, CFP®, AEP®, MSF How can you acquire and...
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A Spending Plan (Budget) Primer or Reminder
It seems most people are unaware of basic budgeting techniques. When these guidelines are followed, they can help individuals create a good...
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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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Keeping Score - Competitive Financial Relationships
Keeping score makes a lot of sense in many circumstances. You need to know who's winning if you play a card gam,e and in sports the score is...
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How Do Options Work?
What if you had had a hunch that Microsoft stock would skyrocket when it introduced Windows 8? Would you have risked purchasing Microsoft stock...
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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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Tax Issues and Divorce Financial Planning Considerations
Familiarizing yourself with the applicable tax rules and planning issues associated with your divorce settlement may be quite a significant...
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Top Ways You Can Prevent Ident Identity Theft
Identity theft is a topic that doesn't stand still because new ways to steal your personal information—and access your money and credit—crop up...
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The Transition from College to Employment – A Checklist
The transition from college to full-time employment can be a chaotic one. It means the end of one life-phase and the beginning of another — a...
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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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Savings Options in a Low-Interest Rate Environment
Keeping money in an account whose interest rate hovers below 1% may not hold much appeal in a world where return on investment is king and...
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The Best House for your Money
When you buy a home, it's important to consider its resale potential, even if you have no foreseeable plans to move. Here are some tips:A...
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A Checklist for Open Enrollment
This is the time of year to plan for what next year may look like and make your best guess as to what benefits you may need in terms of health,...
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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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Planning Basics for New and Expecting Parents
Making the decision to start a family is not an easy one. It’s one that comes with excitement, terror, and the need to get both your physical...
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Strategies For Addressing The Long Term Care Challenge
When planning for retirement, all possible risks must be considered and evaluated. One of the most commonly overlooked is the potential need...
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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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Should I Replace My Annuity
When an insurance agent or broker recommends an annuity replacement, it may actually be a good idea for you and your family — or it may just be...
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Planning for a Financially Secure Marriage
Even for couples that have been living together for awhile, the decision to marry marks a new financial beginning — the first real moment that...
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Retrain Your Brain for Financial Success
The training starts when we are very young. There is no class, no teacher, and no textbook. There is no exam, but we all get an “A.” We...
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