ABC's of Financial Planning
Last week we discussed some common financial planning mistakes that even financially conscientious people make. With as...
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5 Common Planning Mistakes You Can Easily Fix
Sometimes progress is as much about knowing what NOT to do, as it is about figuring out what to do. The path to growing...
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6 Key Risks to Retirement (Part II)
Last week we discussed some key risks to retirement. Health care needs, market volatility and inflation can all have...
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6 Key Risks to Retirement (Part 1)
For many of my clients, the topic of retirement comes with many different emotions. While it can be exciting to think...
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Your Job Transition Financial Checklist
It’s rare for someone to work their whole career with one company anymore. So one way or another, they will go through a...
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3 Reasons to Wait to File Your Income Tax Return
When working with lumber, the hard and fast rule my father and uncles taught me was to measure twice, cut once. You...
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Five Financial Ways to Say, "I Love You"
There are countless ways to say “I Love You” and some of them involve money and gifts. But the topic of money is...
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6 Ways to Safeguard Personally Identifiable Information (PII)
Identity theft is very real. And our digital lives make it easier than ever to be hacked. Think about your week. How...
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Eat the Eggs, Not the Geese
Spending in retirement can be a slippery slope. Gone are the employer paychecks, replaced (perhaps) by a lump sum...
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You, Me, And Philanthropy
Back in December I did a quick Google search for a non-profit I regularly assist. It led me to “The Online Giving Sunday...
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5 Tips for Long- Term Care Insurance Planning
We are fielding more and more questions about long-term care insurance, which is in line with what studies show as the...
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Make Room for the "New"
I’m a New Year’s baby, so I’ve always looked forward to the holiday. More than just a new calendar year, it marks...
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