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Retirement plans that might not pan-out
Lifestyle choices, cash reserves, tax planning, estate planning, insurance, education funding and planning for life after work (retirement) are all important considerations for any comprehensive financial plan. While developing a ... -
Lifestyle Creep – What It Is and How to Avoid It
How did you earmark the last raise or bonus you received from your employer? Did you set aside more money for financial planning goals or did you ratchet up your ... -
How to Prioritize Your Financial Life
In financial planning, we are taught to “plan” our finances around an uncertain future. While planning for the future and being a good steward of money and wealth is ... -
ABLE accounts – A Tax Advantaged Tool For Special Needs Planning
Each year, millions of Americans with disabilities and their families rely on public benefits to help provide for income, health care, food and housing assistance. Since eligibility for assistance through ... -
Are You Thinking About Selling Your Home? Now May Be a Good Time
It is not easy or advisable to “time the market” with any investment. However, when it comes to housing, timing does matter and now may be an opportune time ... -
Why You May Never Feel "Wealthy" - Understanding Money and Happiness
For many Americans, money is associated with having “peace of mind” and is often placed as a top priority in their life. While this shouldn’t necessarily be the case, the ... -
How to Assist Aging Parents With Their Finances
Next to politics, money is often the last topic that people want to discuss openly – especially when you are speaking to family. The sensitivity of this topic is often ... -
Financial Considerations For Age Gap Marriages
Deciding who to share your life with is usually based upon factors other than retirement planning. After all, most couples do not begin their relationship by considering strategies for claiming ... -
FINANCIAL MOVES TO MAKE AFTER TYING THE KNOT
Americans are expected to spend a whopping $72 billion dollars on weddings this year according to theknot.com. While marriage can be an exciting time, the realities of integrating the financial ... -
Financial Planning for the Surviving Spouse
Mourning the loss of a spouse can be one of the most difficult things for a person to experience. In fact, Psychologists Holmes & Rahe developed a scale to assess ...
