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Is Your Retirement Plan Aligned With Your Life Expectancy?

BETTER HAVE MORE MONEY Great news: people are living longer and healthier lives than ever before! Bad news: this means we need more money to allow for those additional years. It would be much easier to plan if we all knew the age at which we would die and worked backward from there.  LONGEVITY RISK IS […]

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A Quintessential Rite of Passage…The Cost of Driving (Part II)

Last month our youngest son turned 16 and experienced that long awaited moment…he obtained his driver’s license! A euphoric experience for him, but frankly a somber reality for us as parents.  Last week I wrote about the steps required to obtain a driver’s license and the responsibilities that accompany the privilege to drive a vehicle.  […]

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How I’ll (You Too?) Save $2,800 in Tax This Year

I’ve got Christmas shopping bills coming due. How about you? Today, I will tell you how two simple tax strategies will save me $2,800 this year.  They may work for you as well. The first will save me $1,000, the second will save $1,800 in income tax this year. Take 15 minutes at lunch today […]

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Some Memories are Priceless

“When you get right down to it, money is simply a medium of exchange.  Nothing more”. BR From time to time, great things happen that are free or cost very little compared to the memory created. Yesterday, my daughter, Isabella and I had a fantastic time playing golf together.  Isabella is twelve years old, athletic […]

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Don’t look now, but interest rates have started to rise…

Worried about the imminent fact that interest rates are on the rise… I found a great article this past weekend that lists 7 ways for which you may take advantage of this situation.  I hope at least one of these tips works for you!   The 30-year fixed rate mortgage, now at 3.9 percent, bottomed out […]

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Are upcoming health plans for you?

When the Patient Protection and Affordable Care Act starts rolling out in October, it will overhaul how Americans get health care coverage. You will find yourself in a maze of different options.  I came across this article in the Sunday Chicago Tribune this past Sunday.  Hopefully it may be a start to assist you in […]

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A softer landing for life’s unexpected hiccups

A basic tenant of personal finance that can dramatically improve your money life is having a cash emergency fund. Its sounds so fundamental: put away some money for a rainy day. Yet so many people don’t do it.  Perhaps because they don’t have a solid answer to a simple question: Why?  It’s especially important for […]

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SUMMER INTERNSHIP SEACH 2013!

 With students entering into the final stretch of the spring semester many are still contemplating their options for employment this summer.  Many students are still looking to land a summer internship.  Although many young adults have already solidified their plans for the summer, many are still looking for the opportunity to land a summer internship. […]

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Another Silver Lining to Investing in an IRA

This is the time of year you will hear much about IRAs (Individual Retirement Accounts) This is because an IRA contribution is the last tax deduction you can still create for your 2012 tax return to make a pretax IRA contribution (provided that you not eligible for another form of retirement saving, ect 401k defined benefit […]

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