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FINANCIAL PLANNING AND RETIREMENT

NEW Is this the year you stop procrastinating about your Financial Plan?

Could Assumptions Harm Your Retirement Plan

Diversification, Patience and Consistency

What is “Money Management”?

Financial Fraudsters Preying on Boomers & Elders

4 Money Blunders That Could Leave You Poorer

Talking About Money Before and After You Marry

Getting Your Household Cash Flow Back Under Control

What’s Fueling the Drop in Oil Prices?

 

PREPARING FOR THE DAY YOU RETIRE

NEW Retirement Now vs. Retirement Then

The Chapters of Retirement

How Women Can Narrow the Retirement Saving Gender Gap

Your Financial To-Do List

The Top 10 Retirement Planning Excuses

Are You Retiring Within the Next 5 Years?

Getting Financially Fit for Retirement at 50

Leash the Panic! It’s Not Too Late to Save for Retirement

Rehearsing for Retirement

 Will Baby Boomers Ever Truly Retire?

2015 IRA Deadlines Are Approaching

Don’t Rollover into a Rock!

Pension Plans and Derisking

IRS Raises Retirement Plan Contribution Limits

Making Your Money Work Harder for Retirement

The Retirement Mind Game

 

AFTER YOU RETIRE

When Should You Apply For Social Security Now… or Later?

That First RMD from Your IRA

The A, B, C, & D of Medicare

Is it Time? How and When to Sign Up for Medicare

Reassessing Retirement Assumptions

 

INVESTMENT MANAGEMENT

NEW Will You Avoid These Estate Planning Mistakes?

What Investors Can Be Thankful About

TARP’S PAST, PRESENT & FUTURE

If Interest Rates Rise, What Happens to Bonds?

The Strong Dollar: Good or Bad?

The Market Is Up & I Am Not … Why?

Investment Decisions – Are Your Choices Based on Evidence or Emotion?

Pick Your Poison: Risk It All in Vegas, Hide It in a Mattress, or…

Actively Managed 401(k)s

When a Windfall Comes Your Way

6 Classic Investing Mistakes

Should You Buy the Dips?

Dodging the Strategy that Could Lead to “Crash-n-Burn”

 

INSURANCE

Life Insurance… is it time?

Is it Time to Review Your Life Insurance?

Life Insurance at an Early Age

The Advantages of Health Savings Accounts

Why are you insuring your home but not your largest asset?

LTC Insurance Isn’t Just for Nursing Home Care

 

LEGACY

NEW Should You File Jointly, Or Not?

Ways to Repair Your Credit Score

 Social Media Life After Death

When a Minor is a Beneficiary

Understanding the Gift Tax

Estate Planning Checklist 

Minimizing Probate When Setting Up Your Estate

Avoiding Family Squabbles Over Your Estate

What Beneficiaries Need to Know

ABCs of CRT