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Another Silver Lining to Investing in an IRA

By on March 19, 2013 in Achieving Financial Independence, Balanced Living, Estate Planning, Goals-Based Planning, Post-Retirement Planning, Tax Planning, Uncategorized

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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Dow Hits All-Time Record – Looking Backward and Forward

By on March 5, 2013 in Achieving Financial Independence, Investments, Policy and Your Money, Post-Retirement Planning

  The Dow Jones Industrial Average (Dow) closed just above its peak 5 ½ years ago, but as you will see below much has changed over that time. The Last Time The Dow Was Here (Oct. 2007) vs. Today: Dow Jones Industrial Average: Then 14164.5; Now 14253 Regular Gas Price: Then $2.75; Now $3.73 GDP [...]

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Parenting – Should I Share This Story About a Recovering Drug Addict With My Teenager?

By on February 4, 2013 in Balanced Living, Child's Play

My son is a 14-year-old high school freshman with aspirations of playing baseball in college.  In an effort to encourage him to read more on his own, I bought him a book about the life story of a famous major league baseball player for Christmas.  I knew the basics of the well-known (by baseball followers) [...]

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5 Big Financial Planning Mistakes – COST YOU A BUNDLE

By on January 28, 2013 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Estate Planning, Goals-Based Planning, Insurance, Investments, Investor Psychology, Post-Retirement Planning

Avoiding life’s big financial planning mistakes is not hard if you plan well. Financial planning, however, takes a backseat to day-to-day living for many people and this is where the potential problems creep in. Here is a list of five key planning issues that everyone should address: 1.     Not Enough Liquid Savings Having plenty [...]

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A 2012 Holiday Gift for You

By on December 14, 2012 in Balanced Living, Child's Play, College, Goals-Based Planning

Happy December!  With the days counting down to Christmas, year-end and the impending buzz on the Fiscal Cliff, I just wanted to send you a brief message and direct you to a few of our posts that have received considerable attention, most likely because they relate to issues most near and dear to our own personal lives…college [...]

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Planning a Softer Landing from the Fiscal Cliff-Featured Article from Jeff Singer CPA

By on November 20, 2012 in Achieving Financial Independence, Balanced Living, Tax Planning

  Get Life Planning Today delivered by email Featured Article from Jeff Singer CPA It would be an understatement to say that planning in today’s environment is challenging. We hear about the ominous fiscal cliff and the unwanted effects of sequestration. Our leaders believe they can reach a common ground to get an effective plan [...]

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Fiscal Cliff Financial Planning – Helping You Keep Your Cash from Being Taxed

By on November 12, 2012 in College, Tax Planning

Over the next few weeks, I’ll be sharing tax saving strategies for you and your family and friends to fight back and keep more of your hard-earned money. As I write this, there is uncertainty about what will happen with the schedule tax increases and federal spending cuts. While federal tax planning in up in [...]

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Who is Your Financial Planner?

By on November 1, 2012 in Achieving Financial Independence, Balanced Living, Goals-Based Planning

Financial Planners are for Everyone “Failing to plan is planning to fail.” – John Wooden” It was recently brought to my attention that many people think that only “rich” people have financial adviser’s.  Nothing could be farther from the truth. If your family income is over $100,000/year or you are retired with investments of $200,000 [...]

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The morning after: 3 things you should do in the face of a natural disaster

By on October 30, 2012 in Achieving Financial Independence, Balanced Living, Insurance

The morning after: 3 things you should do in the face of a natural disaster Millions of homeowners in the Northeast woke up today and confronted the specter of flooded structures, fallen trees and other serious property damage. Last year’s Hurricane Irene clocked in as the fifth most expensive hurricane in history, with $19 billion [...]

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Paying off Your Monthly Credit Card Balance Could be a Sign of Overspending

By on October 25, 2012 in Achieving Financial Independence, Balanced Living, Counting Your Pennies, Post-Retirement Planning

Sure, the upcoming will election results will have some impact on your financial future, but nowhere near as much as the everyday spending/saving decisions you make. By now, you have probably concluded that you cannot count on investment returns to propel you to sudden wealth or even a financially secure future.  It’s a shame that [...]

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