Checklist for Parents Retirement Planning
When it comes to growing a retirement nest egg and saving for college, many young parents with children desire to achieve the "best of both...
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Earned Income - Work Required
Recently I received an email from a client wanting clarification of his earned income. The school district that he and his wife live in had...
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Hindsight Bias The Reason Hindsight is 2020
An understanding of hindsight bias and other aspects of behavioral finance can make you a better investor by increasing awareness of the...
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Dividing the Nest Egg in Divorce
Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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How to Improve Poor Credit
If you suspect that you have a credit problem, you can check your credit by ordering a credit report from one or all of the three major credit...
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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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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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Teach Your Children About Finances
Students can help minimize the cost of college by managing their finances wisely. Prepare a realistic budget with your child before he or she...
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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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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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Should I Own Life Insurance in Retirement
When people near retirement they often wonder how much, if any, life insurance they should have during retirement. When you are working and...
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Steps to improve credit
Now that you are familiar with your credit report, you can start working to improve it. Once a creditor reports negative information to a...
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Red White Blue…and Green Finance 101 for Military Spouses
Among the many unique challenges that military families face, managing household finances can be especially demanding, particularly for...
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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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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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Launching a Business: A Financial Guide
The great entrepreneurial idea is there, along with the drive to turn that idea into a viable business. Finances are the X factor. The ultimate...
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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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What to Invest In Today
I meet with individuals on a daily basis that have different perceptions of the world, and how they should react with their portfolio: I’m...
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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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Planning Your Digital Estate
A growing concern for those managing the process of closing an estate is figuring out where deceased actively maintained accounts and kept...
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Everything is Fine, Just Don't Ever Die
It’s that time of year again when you are besieged with a blizzard of paperwork. Documents such as a W-2, 1099DIV, 1099R, 1099B, 1099INT, K1...
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Conquering Financial Infidelity
Is financial infidelity really “the new normal1?” With 31 percent of couples who share finances indicating that they have been deceptive about...
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My Divorce is Finalized. Now What?
Many people mistakenly believe that once their divorce is finalized, their days of filling out paperwork and forms are over. The truth is you...
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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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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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Financial Strategies for a Retirement Savings Deficit
As diverse as the American population is, the vast majority of us, regardless of age or background, are united in our concern about saving...
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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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Caring For Aging Parents
Does your retirement plan include your parents? It probably should. Chances are good that they are counting on you to handle their affairs if...
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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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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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