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Money moves to make at every age – 50s & beyond
Money moves to make at every age – 50s & beyond This is the second of a two-part series on the financial moves that should be considered at various pivotal ... -
Money moves to make at every age – part 1
Life is a journey filled with financial choices that ultimately shape your future. While money may be important to many, it is simply a tool to help people focus on ... -
5 Signs you are ready to retire early
For many Americans, early retirement may seem more like a dream than a reality. Sure, it would nice to be able to eliminate the stress of working sooner rather than ... -
6 Smart Money Moves for 2016
Next to health and wellness, Financial resolutions are usually the next most common goal for the New Year. In fact, a recent survey by GOBanking Rates noted that over 57 ... -
Should you invest in a second home
Purchasing a second home is a common goal often heard from clients during the financial planning process. From a winter retreat in retirement to a house renovation/flip, there are many ... -
Raising financially conscious kids in the digital age
Cash is no longer king – at least not like it was in the past. According to the Federal Reserve Bank of Boston's most recent report of Consumer Payment Choice, ... -
Stress-testing your finances may help prepare you for the unexpected
Each year the Federal Reserve releases the results of financial stress tests on 31 of the largest banks. Popularized in the U.S. during the financial crisis, the analysis serves as ... -
4 financial issues to address before tying the knot
Nearly 2.3 million couples will get married this year in the U.S. While we have all heard statistics on the alarming number of marriages that end in divorce, it may ... -
5 financial rules of thumb to consider breaking
Wouldn't it be nice if financial planning was simple and the same financial strategies were applicable to most everyone? Unfortunately, there are no cookie-cutter approaches to financial management. From investment ... -
Home buying mistakes to avoid
Low interest rates and a stronger job market continue to fuel growth in housing. While the number of national home sales declined slightly in 2014 (3 percent) to 4.93 million, ...