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How to Create a Financial Safety Net: Prepare for Life's Unwelcome Surprises Part I

Feb 09, 2017
Following are some tips on how to create a safety net that can help protect you financially from the challenges you may face one day. Stash some cash for an emergency. An emergency fund is an important…

2017: Take the Opportunity to Live Well

Jan 09, 2017
Of the new year, celebrated Victorian poet Alfred Lord Tennyson said, “Ring out the false, ring in the true.” So in that spirit, we pose two questions: 1. Do you feel wealthy?2. Do you feel “well-thy”? In…

Federal Student Loan Repayment Tips for Recent Grads (Part Two)

Nov 11, 2016
If you recently graduated or left college, you may need to begin repaying your federal student loans soon. Here are a few tips that may help. Consider consolidating your loans. You can consolidate most…

Federal Student Loan Repayment Tips for Recent Grads (Part One)

Nov 07, 2016
If you recently graduated or left college, you may need to begin repaying your federal student loans soon. Here are a few tips that may help. Determine when repayment must begin.  Federal student loans…

Taking Advantage of Rising Interest Rates with a Bond or CD Ladder

Oct 28, 2016
What is a bond or CD Ladder A ladder is a strategy that staggers the maturity dates of individual bonds and certificates of deposits (CDs) in order to provide you with frequent access to portions of…

Charitable Giving with a Donor-Advised Fund

Oct 24, 2016
An easy, tax-smart way to manage your charitable giving. Perhaps the easiest way to grasp the potential of a donor-advised fund is to think of it as a way to make grants to charities without the expense…

Building Retirement Savings at Any Age: Part Three of Three

Oct 21, 2016
In Your 60s: Check Your Progress. Retirement may have seemed like a distant dream when you first began to save for it, but by the time you reach age 60, retirement may be in the near future. It is time…

Start Living Your Bigger Life Now: Begin with a Plan

Oct 19, 2016
If you suddenly received $10 million and the diagnosis that you had only 10 years to live, what would you start doing? What would you stop doing? The specific dollar amount that triggers your personal…

Building Retirement Savings at Any Age: Part Two of Three

Oct 19, 2016
In Your 40s and 50s: Fine Tune Your Financial Plan. With retirement just a decade or two away, you may have a more realistic idea now than you did in your twenties or thirties of how much income you…

Building Retirement Savings at Any Age: Part One of Three

Oct 17, 2016
In Your 20s and 30s: Start Saving Early. Time is the greatest ally you have when saving for retirement. Why is that? The longer your savings have to compound, the less money you may need to contribute…