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Teaching Your Kids about Money, Part 1

Tackling this issue is on the forefront of agendas for many non-profit and financial institutions alike but as we noted...

Five Steps to Cutting the Financial Umbilical Cord

One of the biggest impediments standing in the way of retirement for today’s baby boomers is their children.  Everyone knows...

Eating the Estate Planning Elephant… One Bite at a Time, Part I

No one wants to look at it, no one even wants to think about it, yet there it looms —…

Teaching Your Kids about Money, Part 2

In part 1 of this blog series, I outlined 13 best practices for teaching kids about money that I recommend…

Red State of Mind: Getting out of a debtor’s mindset

Getting into debt is one of the easiest things in the world for someone living in contemporary America. Every time…

How to Dig Yourself Out of Debt

Debt: the deep hole that seems so effortless to dig but impossible to climb out from. With every new credit…

The Cost of Your Family Tree

Planning your finances for retirement is a challenge and it seems to only become more challenging as time moves on. …

Mastering Your Plastic

Purchasing methods are constantly evolving and becoming increasingly convenient over time.  Consumers went from having to walk a herd of…

3 Simple Steps to Create a Seriously Savvy Budget

No, budgets are not attractive, fun or exciting in any way shape or form. They are, however, the necessary evil…

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

3 Simple Steps to Create a Seriously Savvy Budget

Do you follow a budget? Need some help to get started? No, budgets are not attractive, fun or exciting in…