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Financial planning

February 24, 2017May 14, 2020Uncategorized

5 Questions Couples Need to Answer to Achieve Financial Success

When you marry or simply share a household with someone, your financial life changes – and your approach to managing your money […]

December 30, 2016May 14, 2020Uncategorized

How to “Rehearse Retirement” Before You Take the Plunge

For most people, retirement is a huge shift in life as they know it. However, beyond planning the dollars and cents, few […]

November 30, 2016May 14, 2020Uncategorized

Money Moves to Make by the End of the Year

During the holiday season your focus can easily get taken up by thoughts of gift-giving, decorating, parties and yummy food. But don’t […]

September 26, 2016May 14, 2020Financial Planning For Women, Retirement Planning

6 Characteristics of the Millionaire Next Door

Just how many millionaires does America have? By the latest estimation of Spectrem Group, a research firm studying affluent and high net […]

June 17, 2016May 14, 2020Financial Planning For Women, Retirement Planning, Uncategorized

How Millennials Can Get Off to a Good Financial Start

You might be a millennial reading a practical article about your finances, but most likely, you are a concerned mom or dad […]

May 26, 2016May 14, 2020Financial Planning For Women, Retirement Planning

5 Things to Consider When One Spouse Retires Before the Other

While all couples talk about the big picture of saving for retirement, not all consider the ramifications of what happens when one […]

February 27, 2016May 14, 2020Uncategorized

The 5 Chapters of Retirement

Even if you still have 30 years left until retirement, you’ve probably already started imagining what your retirement might look like. Whether […]

January 5, 2016May 14, 2020Uncategorized

Are You a Victim of the Retirement Savings Gender Gap?

You may or may not be surprised to hear that there is a gender gap when it comes to retirement savings between […]

October 30, 2015May 14, 2020Uncategorized

Are You Prepared for Long Term Care Costs?

As the average life span increases, so do your odds that you’ll need to utilize long term care in the future. But, […]

September 30, 2015May 14, 2020Uncategorized

6 Keys Lessons for Long-Term Investing

Investing your hard-earned dollars can be complicated and feel scary at times. The safest and most liquid options, say, putting it in […]

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