Category Archives: Looking ahead

Financial spring cleaning checklist

Every year, at about this time, I do some spring cleaning — both of my home and my finances. I won’t bore you of the details of cleaning out my garage, but I will tell you that where my money … Continue reading

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4 ways to max out your retirement contributions

This year, the IRS has increased limits on 401(k) and other employer retirement accounts: Instead of the $17,500 employees could contribute in 2014, that limit has been bumped up to $18,000. Those 50 or older can contribute an extra $6,000, … Continue reading

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4 healthcare costs to consider for retirement

Want to make your money last as long as you do? Don’t forget to consider healthcare costs. According to the latest research from the Employee Benefits Research Institute, a married couple with median prescription drug expenses should aim to save … Continue reading

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4 tips on how to start a discussion on retirement

I’m not going to pretend money is romantic. But many of the things you can do with money are romantic: The average person will spend close to $131 on Valentine’s Day, taking their loved one out to dinner, on a … Continue reading

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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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