Category Archives: Looking ahead

Top 5 estate planning mistakes

Estate planning is a scary topic for many. For one, it forces us to face our own mortality, something we’d all rather avoid. Beyond that, the process is rife with legal documents, which can be intimidating. Unfortunately, little missteps here … Continue reading

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5 things to consider when creating an inheritance of assets

A lot of people associate the word legacy with the wealthy, but the truth of the matter is, planning for the legacy you want to leave is something that transcends your bank account balance. It’s about directing your assets — … Continue reading

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5 tips to help you be rational about a windfall

Whenever you receive a windfall, no matter what the source, there are a lot of emotions involved. That’s particularly true when we’re talking about an inheritance, which tends to come at a time when you’re grieving. As I’ve written in … Continue reading

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6 things to consider for child support

If you have kids, one of the most complicated aspects of a divorce is the part that pertains to them — namely, custody and child support arrangements. Each state has a method for calculating child support, based on a percentage … Continue reading

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Don’t overlook the value of your 401(k)

We know how 401(k)’s work. Money is pulled out of your paycheck before it ever lands in your bank account and, if you’re lucky, your company matches your contribution up to a certain percent and the money grows tax deferred … Continue reading

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Less is more

Less is more, right? For the most part when we talk about money, we’re talking about being responsible: saving for retirement, planning college tuition for our kids (or hoping to be able to help them financially), or building a safety … Continue reading

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Is healthy aging the oxymoron of our generation?

Is healthy aging the oxymoron of our generation? September was Healthy Aging month , and I found it a good time to take stock of my health discipline. For those of you in denial that you are aging at all, … Continue reading

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4 tips to see if downsizing your home is worth it

The older we get, the more likely we are to be set in our ways. And so it’s not surprising that many people resist downsizing, because the stress of moving — everything from finding a new home to packing up … Continue reading

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Women are making great strides

Despite the fact that many of us feel our progress in the workforce has been glacial, women have made great strides over the last several decades. Over the years that I’ve been working, I’ve personally seen many changes firsthand, and … Continue reading

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Tips on charitable giving that won’t hurt your bottom line

Giving to a charity you believe in is an investment of sorts — not the kind you put in your portfolio, but the kind you make in your psyche. People who give back have been shown to sleep better and … Continue reading

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