Should You Downsize for Your Retirement?

Some retirees save a great deal of money by doing so; others do not. You want to retire, and you own a large home that is nearly or fully paid off. The kids are gone, but the upkeep costs haven’t fallen…

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Reducing the Risk of Outliving Your Money

What steps might help you sustain and grow your retirement savings?

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Making Investment Decisions Information vs. instinct

Are your investment choices based on evidence or emotion?

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College Funding Options For Parents

You can plan to meet the costs through a variety of methods. How can you cover your child’s future college costs? Saving early (and often) may be the key for most families. Here are some college savings vehicles to consider.

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UGMA & UTMA Custodial Accounts

Vehicles designed to help you amass college savings & make gifts to minors…

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Smart Financial Moves in Your 20s, 30s, 40s & 50s

What might you think of doing when?   If you had a timeline of the financial steps you should probably take in life, what would it look like? Answers to that question will vary, but certain times of life do call for certain financial moves. Some should be made out of caution, others out of […]

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How Women Can Narrow the Retirement Saving Gender Gap

Steps toward saving more & revitalizing your retirement strategy. When it comes to retirement saving, many women lag behind many men. Historically, that has been the case. The 2015 edition of Financial Finesse’s annual survey…

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Ways to Repair Your Credit Score

Steps to get your credit rating back toward 720.  We all know the value of a good credit score. We all try to maintain one. Sometimes, though, life throws us a financial curve and that score declines. What steps can we take to repair it?

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Your Year-End Financial Checklist

Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this year […]

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Planning for Retirement When You Are Single

If you aren’t married, you should consider these potential expenses & needs. How does retirement planning differ for single people? At a glance, there would seem to be no difference in the retirement saving effort of an individual versus the retirement saving effort of a couple: start early, save consistently, and use vehicles that allow […]

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