Tag Archives | financial plan

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R is for Required Minimum Distributions (RMD) as a Charitable Distributions

In the past, Congress would decide each year whether Required Minimum Distributions (RMD) could or could not be used as a charitable distribution.  However, through the Protecting American from Tax Hikes (PATH) Act of 2015, Qualified Charitable Distribution (QCD) rules have been made permanent. Now you may use a charitable giving strategy as a tax […]

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social security safety

Q is for Quick Tips to Help Keep Your Social Security Account Safe

Today, identity theft is a crime on the rise, with no end in sight, the more technology available, the easier it is to steal others information. The safety of our identity can cause concern, as it can be a costly and stressful threat to our personal lives, and affects millions regularly. But by being on […]

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Resting on open air

O is for Opt to Save Money on Summer Fun

Summer is once again upon us, and as the temperatures rise many find their expenses rising too. Between children’s summer activities, childcare, day camps, and providing the family with a memorable vacation, your savings account may take a hit. But consider this, the weather in all its glory can help you find lots of outdoor […]

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money habits

M is for Money Habits for a Lifetime and How They Affect Retirement.

We all have “money habits, ” and most have specific practices to help us acquire what we believe will bring the happiness we desire. The ultimate goal for many is to save enough during our working years to enjoy retirement. Have you considered what happens when we go from working and saving to retirement and […]

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Stages of businesswoman life

F is for: Financial Mistakes We Make Through Different Life Stages

  Our lives are constantly changing, and so is our relationship with money. Each stage brings new financial challenges and questions that need to be addressed so that we may strategize a plan for future financial security. We must take into consideration our age, the economy at present and our money history. Remember with each […]

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Conceptional drawing of Financial planning

E is for Engage to Educate You about Your Financial Future

When is the last engagement you had with your financial planner? Just as you go to the Doctor when you want an answer regarding your body, you should have regular financial checkups with your advisor.  If your finances feel uncertain or questionable, engage with your advisor to gain information and education about your present or […]

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C is for Closing Cost

C is for Closing on a home can cost you Cash

Congratulations you’re in the market to buy a home; this is an exciting time in life and knowing all of the in’s and out’s for the first time buyer can be overwhelming. You begin by searching for the desired home in the preferred location for an affordable price. This alone can be overwhelming, but before […]

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y-is-for-your-fifty

Y is for Yahoo You’re Fifty – time to take a good look at your finances

It’s never too late! Start right now, live within your means and secure your financial future. Don’t let today’s marketing campaigns lead you down a materialistic path. Find your happiness in things that fit your budget or that cost nothing at all; this alone could be the solution to many of your financial woes. Don’t […]

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Umbrella Insurance Coupon Concept

U is for How “Umbrella Insurance” Can Help Protect Your Assets

Congratulations you spent the last few decades working hard to pay off your mortgage, and build a sizable retirement account. Your assets are now worth close to one million dollars. Life is good, and retirement is just around the corner. Until, one day, an unfortunate accident occurs, and you are now being sued for injuries […]

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Road Out of Debt Financial Problem Money Help

L is for Lost in Debt – Take Control with a Solid Financial Plan

Money troubles happen, whether you are living paycheck to paycheck or bringing home a hefty salary. When we find ourselves spending more than we can afford this leads to “money troubles” which in turn can cause lots of stress in our day to day lives; but the good news is it doesn’t have to be […]

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