Managing Money

If you’ve ever interviewed a financial ‘adviser’ and asked the questions about financial planning, how they manage money, investment returns, and their fees during an initial introductory meeting, you very likely heard a lot of terminology…
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According to The Street, the number of American homeowners over 65 with mortgage debt is up nearly 60% in the last decade. Though mortgage rates have fallen significantly in the last 10 years, home price appreciation has dramatically…
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“Take a deep breath!” That was probably a common phrase that was used when we were younger if we were upset about something. Or we might have been told to “calm down, count to 10” or “walk it off.” Who knew this age-old advice…
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Many people are working well beyond the traditional retirement age, partly out of necessity and partly because they still want to contribute and are not ready to retire. Whether you’ve been laid off, you’re retired and looking…
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One of the most important decisions you will make is choosing your financial advisor. A financial advisor generally manages your money and provides financial guidance at critical life moments, so they can help shape your life situation…
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Our attitudes toward the important things in life – relationships, money, and careers – are shaped by the experiences we have in our youth. The Millennial generation – our kids, in other words – are demonstrating this in their attitudes…
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One of the major concerns for those entering into retirement is no longer having a paycheck. In addition, there is a normal fear of running out of money and having to spend what we spent a lifetime saving. One of the primary issues is…
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There’s an old expression that seasoned college professors like to invoke about teaching: “The first year you get it wrong. The second year you fix it. And the third year you’re bored.” As I settle into my third year running my…
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With their many twists and turns, the thought of trying to figure out Social Security policies can make your head spin. Myths abound about Social Security. Unfortunately, many people believe them. Sadly, these myths can cost you big time…
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What is a favorite memory you have of holiday time as a child? Maybe it was related to an event or activity rather than a gift. Or perhaps you have smells or sounds that come to mind when you think of the holidays. I remember getting…
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