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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 last week, parents are the key to helping put our kids on track for a brighter financial future.

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Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...

Realistic Retirement: Leveraging expectations with reality

Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…

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…

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...

Meeting with an Advisor: Be Prepared

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups…

Seven Questions to Ask Before Investing

We have all heard of the seven deadly sins, things that you should never do or you risk the harshest…

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…

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

Market Timing: Risk vs. Reward

For first-time investors, putting money into the stock market may seem like an intimidating task. You may be asking yourself,…

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Asset Allocation

If you live in or have visited a big city, you’ve probably run into street vendors – people who sell…