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I is for Investing in Your Twenties.

  Youth is a wonderful time to dream of all of life’s endless possibilities. So why spend time worrying about your golden years? A good reason is that in this day and age, you will probably find that YOU and YOU alone must fund your retirement. This doesn’t mean you need to stop pursuing your [...]

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H is for How Does Your Money History Affect You Today?

    We all have different values, attitudes and behaviors that are unique to us based upon our life experiences. These experiences and lessons extend to our emotional connection with money. The lessons learned from our parents or caregivers regarding money can follow us into adulthood. Some of these lessons will help you while others [...]

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C is for Dealing with Today’s Rise in Cheaters.

Have we become a society of cheaters? Experts say cheating has become more common and more accepted in recent years. Cheating seems to be found in many different fields — education, sports and the workplace – not to mention personal relationships. With all the new technology available including real-time communication tools, we continually hear about [...]

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T is for Teaching Your Children about Finance. (Part 2)

  Money gives people –both young and older – decision-making opportunities. Everyday spending decisions can have a far greater negative impact on your children’s financial future (and yours also) than any investment decisions they (or you) may ever make. Educating, motivating and empowering your children to become regular savers and investors will enable them to [...]

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T is for Teaching Your Children about Finance. (Part 1)

  High school is too late to start teaching finance. Before they even get to kindergarten, kids receive thousands of indirect lessons about money by observing their parents at the bank, grocery store, shopping center and home. Research suggests that children are much more receptive to learning financial concepts from age 8 to 12. Start [...]

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Q is for Question Your Spending Habits.

    Consumer spending accounts for about 70% of the U.S. economy according the U.S.  Commerce Department. Our spending is what keeps our economy in either good or poor shape. When spending increases or decreases, it has a major effect on our economy.  What we buy can be divided into two major categories. The first category [...]

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K is for Investing in a 401K.

    There are a number of compelling reasons why women should be diligent about saving in a 401K or other tax deferred retirement plans: On average, women live longer than men and need to plan for a longer retirement. They typically earn less and are single parents more than men. Women change jobs more [...]

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H is for Holistic Finances.

      “For the part can never be well unless the whole is well.” — Plato       Holistic Health is an ancient approach to life. This method incorporates the well being of the whole person and emphasized the connection of the mind, body and spirit. To reach true holistic health—you need to [...]

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AZ Asks Sue Bean, CPA: About Taxation and Divorce

   Sue A. Bean is a CPA with more than 25 years of accounting experience and the president-elect of the Piedmont Chapter of the North Carolina Association of CPAs – to answer some common questions. She works with family law attorneys in analyzing financial information for divorce mediation and litigation. Her practice includes individual tax [...]

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Z is for Zero Balance

                  Are you running on empty? Does your life feel out of whack?  Do you feel depleted or diminished of all your power and strength? Well, you are not alone. Going through a divorce takes its toll both emotionally and financially on everyone. I cannot say this [...]

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