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Monday, June 4, 2018

Sometimes more money can mean more problems. “Lifestyle creep” is an unusual phrase describing an all-too-common problem: the more money people earn, the more money they tend to spend. Frequently, the newly affluent are the...


Tuesday, May 29, 2018

A primer for parents and grandparents A university education can often require financing and assuming debt. If your student fills out the Free Application for Federal Student Aid (FAFSA) and does not qualify for a Pell Grant or other...


Tuesday, May 1, 2018

Comparing the old rules with the new. The Tax Cuts and Jobs Act made dramatic changes to federal tax law. It is worth reviewing some of these changes as 2019 approaches and households and businesses refine their income tax strategies....


Wednesday, March 21, 2018

Why Having a Financial Professional Matters A good professional provides important guidance and insight through the years. What kind of role can a financial professional play for an investor? The answer: a very important one. While the...


Thursday, April 20, 2017

Everyone should aim to have a cash reserve.We all would love to have a little extra cash on hand for emergencies. Saving up that cash can be a challenge – but with a little effort, that challenge can be met.  


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Thursday, April 6, 2017

Instead of just spending the money, you could plan to pay yourself.


Saturday, February 18, 2017

Simple decisions & new habits might lead you toward a better financial future.


Friday, February 17, 2017

Our relationship with money is complex & emotional.  


Tuesday, December 6, 2016

Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. 


Wednesday, November 23, 2016

A look at this easy-to-administer retirement program. Do you want a simple retirement plan? 


Monday, November 7, 2016

We may see some volatility, but equilibrium could quickly be restored.  What will happen on Wall Street after November 8?


Wednesday, October 12, 2016

The bank’s fake accounts come to light.Since the start of this decade, Wells Fargo employees have created millions of fake bank and credit card accounts to meet their sales goals. 


Monday, October 3, 2016

Saving is a great start, but planning to reach your financial goals is even better.Are you saving for retirement? Great. Are you planning for retirement?