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YOUR ROTH IRA CAN GROW, BUT NOT FOREVER
If you have a Roth IRA, you know the benefits of this account. You can take distributions from it over your lifetime without paying any...
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10 REASONS I LOVE LIFE INSURANCE
I was standing on the soccer sidelines the other evening talking to my fellow soccer moms about how well a child we all knew was...
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THERE’S NO SECOND HOME, BUT THIS FEELS LIKE A SECOND MORTGAGE
My son just started daycare. We were incredibly fortunate to have my mother-in-law watch Mason for the first year of his life. There are...
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A TRUE HERO
While growing up I had many heroes not unlike most kids back then or today. Those heroes took the form of many athletes. I remember...
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DO WHAT’S RIGHT
Do you make sure your child wears a helmet while riding a bicycle? Do you insist they look both ways before crossing the road or tell...
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SMARTPHONE – SMART LIFE: TIPS FROM A WORKING MOM
It’s 10:00 pm and as I go to sit down for the first time today, I realize I forgot to call the orthodontist, forgot to schedule a...
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LIVING WILLS – HOW OLD – OR HOW YOUNG SHOULD I BE?
Ok – I know you don’t want to think about this. Life is good. Maybe you’re in your 20s or 30s, healthy and feel that nothing could ever...
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TAKING EDUCATION ON THE ROAD FOR THE SUMMER
Nothing spells summer like bbqs, baseball, pool parties . . . and kids who forget how to, well, spell. Source: NLG It’s a problem every...
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10 LESSONS FROM A DIVORCE SURVIVOR
D-I-V-O-R-C-E: When Your Life Becomes a Country Song Tammy Wynette’s classic D-I-V-O-R-C-E ballad was released in 1968, and captured a...
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CREATE A LARGER LEGACY USING REQUIRED MINIMUM DISTRIBUTIONS
Are you facing the situation where you have to start taking required minimum distributions from your qualified accounts but you don’t...
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SECRETS OF A FORMER FINANCIAL ADVISOR… “IT TAKES INTEGRITY TO BUY LIFE INSURANCE”
I was walking the grizzled life insurance veteran back to his room after he spoke to our group of advisors at an education day. On the...
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10 FUN THINGS TO DO IN RETIREMENT
You’ve spent decades in the workforce saving and planning for this day. Congratulations! You did it! But now what? After years of...
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BUILDING YOUR PERSONAL BRAND
Many companies are concerned about their brand and for good reason. What people think of a company and its brand can catapult it to new...
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WHEN IT COMES TO BUYING A CAR, ARE YOU FINANCIALLY LITERATE?
Buying a car is as appealing to me as getting a root canal. Turns out, I am not alone. Here is a story that my colleague Gordon shared...
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5 STEPS TOWARDS A WEALTHIER FUTURE
At age 22, I had just graduated from college and was about to embark on my grown-up life. I had a grand plan for how my future would...
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10 LESSONS FROM A NEW MOM–STAYING SANE IN YOUR NEW NORMAL
As a mom who works outside of the home, I learned early on the importance of a few key items to help me stay sane, balanced and allow me...
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PREPARE FOR THE UNEXPECTED: MY CAUTIONARY TALE
They say life is what happens when you’re busy making plans. It’s easy to look back and wish we had slowed down for a moment and taken...
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WOMEN, WHAT DO YOU WANT YOUR FINANCIAL FUTURE TO LOOK LIKE?
I am a really girly girl. Sugar and spice and everything nice– I’m that cliché. My favorite color is pink. I love shopping for...
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I’M A MILLENNIAL AND I HAVEN’T SAVED FOR RETIREMENT
My name is Haley, I’m a millennial and I’m about to start my third (and last!) year of law school. Like many people, my life is full of...
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SECRETS OF A FORMER FINANCIAL ADVISOR: THE MONKEY TRAP
The nature documentary footage shows a bare circle of earth surrounded by lush grasses, trees and brush. A monkey cautiously approaches...
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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