Category Archives: Personal Financial Planning

The Financial Stages of Life

Life and money are entwined and it’s important that they are addressed together. Financial planning should be specific to personal financial goals and priorities. Yet there are common areas for most people – three major financial life stages that are … Continue reading

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Four Fundamental Investment Principles in a Down Market

We are currently in the longest U.S. economic expansion in history going on 122 months. We have had 107 consecutive months of job growth and the unemployment rate of 3.7 percent sits around the lowest level since 1969. The stock … Continue reading

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Essential Tips to Boost your Retirement Savings

When planning for retirement, it’s easy to say you will save more money, follow a budget or even invest. Yet, if there is no set plan in place, it can be the perfect procrastination recipe which often leads to financial … Continue reading

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Mid-Year Financial Check Up – Are You in Good Financial Shape?

What are your childhood summertime memories? Some may recall picnics on the beach and spending hours in the water, others reminisce long car rides on family vacations and many remember summer jobs. As we take a break and enjoy the … Continue reading

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Passport? Social Security Cards? Jewelry? The Do’s and Don’ts of Safe Deposit Boxes

Where do I store my gold and silver coins for safekeeping? It often depends on how many coins you have. Imagine you have a stack of 1-ounce American Eagle Coins standing as tall as a sleeve of Ritz Crackers. That … Continue reading

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Retirement Planning Challenges for Age-Gap Relationships

How do you plan retirement for a couple who is 10, 15 or 30 years different in age? Retirement planning is personal – no two couples are alike. However, “May-December” relationships pose unique retirement planning challenges. Most married couples have … Continue reading

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Yes, Even Celebrities Make Estate Planning Mistakes

Americans are drawn to celebrities. We read about their lives, gossip about their deeds and ogle their pictures. Perhaps it is admiration of glamour, fascination with royalty or learning their tricks of the trade. However, celebrities often make the same … Continue reading

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Getting Hitched? Ask These 9 Financial Questions Before Living Together

Millennials experience more stress and don’t manage it well, according to a survey by the American Psychological Association. Compared to other generations, they’re the most stressed, followed by Gen Xers, Boomers and finally, Matures. Over half of millennials report lying awake … Continue reading

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5 Financial Milestones Young Adults Should Celebrate

Why do young adults risk being the “lost generation” and not being as wealthy as their parents? It’s because those born in the 1980s grew up and entered the workforce during the Great Recession and have not recovered financially like those … Continue reading

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Planning Under the Clouds of Dementia and Reducing Financial Elder Abuse

“It’s not the men in your life that matters, it’s the life in your men.” Mae West had a way with words and exuded a playfulness in life. The legendary actress and playwright delighted audiences and horrified guardians of morals … Continue reading

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