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PUBLIC, PRIVATE, CHARTER, OH MY! NAVIGATING THE VARIOUS OPTIONS FOR YOUR CHILD’S EDUCATION.
When I attended school as a young kid, there only seemed to be one path to education, public school. Today, parents have many different...


UNDERSTANDING REQUIRED MINIMUM DISTRIBUTIONS
Have you ever noticed when you ask someone the age of their baby or toddler you get answers like “he’s 18 months old” or “she’s two and a...


UNDERSTANDING LIFE INSURANCE LINGO
“You know what I mean right?”… Well actually, I don’t. How many times have you had a conversation only to walk away not really...


A GIFT THAT WILL LAST A LIFETIME
I still have Jack-o-lanterns on my porch, and I just received a stack of catalogues in the mail telling me about the hottest gifts for...


CHECK YOUR LIST AND CHECK IT TWICE – A YEAR END FINANCIAL CHECKLIST
It’s the holiday season and your schedule may be filled with parties, cookie making, and spending time with family and friends. But you...


DON’T LET THE HOLIDAY CRAZIES PUT YOU IN THE POOR HOUSE|5 HOLIDAY BUDGET TIPS
Oh the Holidays. It’s a hard time of year for a budget, when you buy for so many–immediate family, aunts, uncles, grandparents,...


BUY IT WHEN THEY’RE YOUNG
Winter is just around the corner. The days are short and the nights are cool. Kids are in school, there are lunches, homework, sports...


RETIREMENT SAVINGS RESOLUTIONS FOR THE NEW YEAR
While getting your health into shape tops many Americans’ New Year’s resolution list, getting your finances in shape should be another...


THE PRICE OF SUCCESS
At a recent gathering, I spoke to Will, a local small business owner. Will and his uncle have built a very successful diesel repair...


THE 1 RESOLUTION TO CHANGE YOUR LIFE
At the start of each year, I call to mind the past and acknowledge the changes that need to follow me into the New Year. A resolution to...


A PURPOSE BEHIND PLANNING
Everyone in their lifetime goes through periods of significant loss and this year has been one of those for my family. We have lost...


FALL IN LOVE WITH YOUR RETIREMENT SAVINGS PLAN
Finding your soulmate and saving for retirement actually have a lot in common. Both can be intimidating, require careful planning and...


WHEN IT COMES TO PLANNING YOUR FINANCIAL FUTURE, DON’T GO IT ALONE.
We live in a high-tech world where information about all topics under the sun is available at your fingertips. We are moving toward...


3 WAYS TO BRIDGE THE GENDER SAVINGS GAP
When it comes to savings, the gender savings gap is huge. A recent study1 indicated that women have 50% lower savings than their male...


WHAT I WANT MY BEST FRIEND TO KNOW ABOUT LIFE INSURANCE
I work in the life insurance industry and I am passionate about educating others about it. For many, life insurance is not the most...


IT’S OK TO TALK TO STRANGERS, IT MAY EVEN BE GOOD FOR YOU.
There is a lot more to creating wealth than to just grow a bank account. Social capital is just as important, if not more, for our...


9 TIPS TO SAVE FOR RETIREMENT THE MODERN WAY
When I talk with friends and colleagues about retirement, the term “retirement” doesn’t have the same connotation it once had. Different...


HOW TO SPRING CLEAN YOUR FINANCES
You know that deep feeling of satisfaction you get when you clean your closet or finally sort through those moving boxes that you haven’t...


AMERICANS CAN DO EVEN BETTER ON FINANCIAL LITERACY
Americans score very poorly on financial literacy and we know it. April is Financial Literacy Month, so this is a good time to focus on...


SNOWBALL VS. AVALANCHE: TWO WAYS TO PAY OFF A MOUNTAIN OF DEBT
There are many Americans who have found themselves stranded atop a mountain of debt. For those determined to navigate down the mountain...
US National Debt Clock : Real Time
Charting America’s Debt: $31 Trillion and Counting. Failing to plan is planning to fail!
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