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When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it’s time for you to make sure that your child has enough financial knowledge to manage money at college. Lesson 1: Budgeting 101 Perhaps your child already […]

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Behavioral finance is a relatively new but growing field of study that applies behavioral psychology to economic decisions to help understand why rational people can often make irrational decisions when it comes to money and investing. DALBAR, a leading financial research firm, produces an annual report comparing stock market returns with average investor returns. Their […]

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In the hustle and bustle of every day family life, it can be difficult to see beyond the present and prepare for the future.  Often important actions that each family should take fall to the wayside as the days are crammed with work, school, sports, and household duties.  In Five Things Every Young Family Should […]

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As the end of the year approaches and the exciting frenzy of the holiday season commences, don’t forget to set aside some time to review these financial moves you should make before the end of 2016. 1) Deplete your FSA:  If you have been depositing pre-tax funds to a Medical or Dependent Care Flexible Savings […]

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When we think about sending children off to college, the first thing that comes to mind is “how much will it cost.”  Unfortunately, the kids are thinking about roommates, friends and parties! There are some key considerations it is important not to overlook during the first few weeks of college: Help your child start off […]

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5 Tax Moves to Consider Before April 18th Even though we are a few months into 2016, it is not too late to save on your 2015 taxes or increase the amount of tax-free or tax deferred savings you are making.  As you are compiling your tax information and meeting with your tax professional, please […]

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Popular Social Security Claiming Strategies are being eliminated The Bipartisan Budget Act of 2015 included a section titled “Closure of Unintended Loopholes,” which has eliminated the popular Social Security maximization strategies of filing and then immediately suspending social security benefits and filing a restricted application for spousal benefits only. Why would Congress close the loophole?  […]

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More women are working and taking charge of their own retirement planning than ever before. What does retirement mean to you? Do you dream of traveling? Pursuing a hobby? Volunteering your time, or starting a new career or business? Simply enjoying more time with your grandchildren? Whatever your goal, you’ll need a retirement income plan […]

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Five questions on Long Term Care 1. WHAT IS LONG-TERM CARE? Long-term care refers to the ongoing services and support needed by people who have chronic health conditions or disabilities. There are three levels of long-term care: Skilled care: Generally round-the-clock care that’s given by professional health care providers such as nurses, therapists, or aides […]

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Five Keys to Investing for retirement Making decisions about your retirement account can seem overwhelming, especially if you feel unsure about your knowledge of investments. However, the following basic rules can help you make smarter choices regardless of whether you have some investing experience or are just getting started. DON’T LOSE GROUND TO INFLATION It’s […]

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