Category: Financial Management


6 Money Situations You Need to Stop Getting Into

Sep 09, 2016

When it comes to money, we can our own best friend and our own worst enemy. Most of the time, we’re frugal, intentional, careful and deliberate with money. But, every once in awhile, it’s like we forget all of those principles. Maybe we want something badly, even though we can’t afford it. Or we are […]

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Savvy Retirement Moves for Women

Sep 02, 2016

In retirement, women must do more with less. Thanks to a longer life expectancy, the average woman is facing bigger retirement expenses—and she’ll have to cover them with a substantially smaller nest egg and Social Security benefits. And that’s not all. When it comes to retirement readiness, a study by the education firm Financial Finesse […]

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5 Things You Can Do Right Now to Help Improve Your Retirement Outlook

Aug 26, 2016

When most people think about retirement planning, they put the focus on growing their money. Their mood rises and falls with every roller-coaster turn of the daily stock market reports, or when they see the bottom line on their quarterly 401(k) statements. But there’s more to building a solid retirement plan, or a “Retirement Masterpiece,” […]

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5 Questions Some Financial Advisors Hope You Don’t Ask

Aug 12, 2016

An investment advisor and insurance professional’s goal it to help clients reach their financial goals so they can enjoy their retirement to the fullest. That said, it helps when people have realistic goals concerning retirement and the willingness to make the choices needed to work toward achieving those goals. That all begins with the choice […]

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Five Ways to Save While Back-to-School Shopping

Aug 05, 2016

Grab your Trapper Keeper and Troll Topper, it’s almost back to school time. And if you think it’s gotten more expensive, you’re right. According to the National Retail Federation, back-to-school spending has increased more than 40 percent in the past ten years. Given the hit to the pocketbook, going into the season with a plan […]

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