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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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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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