Tag Archives | financial plan

FinalBalance (1)

B is for Balancing Your Work and Care-giving

Balancing a career, family, and aging parents can become physically damaging if you don’t pay attention to the warning signs. Should you experience some of the stressful effects of caregiving, please incorporate some of these healthy habits into your daily life. By taking care of yourself first, you’ll be able to take care of others more […]

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A is for Avoid the Pink Tax

A is for Angry about the Pink Tax – Avoid it!

The “pink tax” is higher price tags directed to an entire gender, the same gender that struggles with the gender pay gap. It doesn’t seem fair that full time working women, whom in 2013 made only 78 cent for every dollar their male counterparts made, are often subjected to pay more for the “women’s” version […]

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stock index

X is for e”X”actly what is a Stock Market Index?

An index is a selection of securities that help provide a glimpse into the broader market. For example, its calculation is based on prices of a collection of similar stocks; this helps give a general idea of how the market is performing in this particular market or segment.  When you hear the market is up […]

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Worried woman checking documents

W is for Why “Worry” About Your Money

Money may be a thing of constant worry in many of our lives. Usually, money dictates how we live our lives: what we eat, what we drive, what we wear and where we live, etc. It’s okay to think often about money and how it affects your life. But, when the worry turns into an […]

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Internet of Things Concept

T is for Tell me what does Internet of “Things” (IoT) mean exactly?

  “The Internet of things has the potential to change the world, just as the internet did. Maybe even more so.” — Kevin Ashton The Internet of Things or “IoT” is a phrase that describes the merging of connected devices and applications which participate together on the internet. All of these connected devices are being […]

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Kudos to Those Who Keep the Business Alive After Divorce

You and your spouse begin your lives together as excited entrepreneurs dreaming of the successful business you will create together. You both dedicate many long hours, and behold you arrive, your company has flourished under your management and more successful than you imagined. Unfortunately, your personal relationship took a beating and now you head toward […]

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A is for Addressing Your Finances in the New Year

We’ve all been there before – “this year I will save more, plan ahead, stick to my budget and meet with my advisor to make sure my portfolio is allocated in my best interest.” Yet, all too often we fail to meet this goal. A yearlong goal can be overwhelming. However, if you break it […]

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S is for Same Sex Marriages & Changes in Domestic Partnerships Health Care Options

  Since the legalization of same-sex marriage, all married couples have the right to spousal coverage. Under the Affordable Care Act, all insurance companies must offer the same health plans to legally married gay and lesbian couples as those offered to married heterosexual couples. This new law has some employers that previously offered health and […]

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Senior couple meeting with agent

K is for having Keen Insight into your Financial Plan

  The best way to have insight into your financial plan is to identify what you wish to achieve with you money. The first place to start is with having some “goals”. And you can begin by grouping your goals into three categories: Short-term goals — 5 years or less Intermediate-term goals — 5 to […]

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T is for Transitions, Emotions in Retirement

T is for Transitions and Emotions during Retirement

  Life is a constant chain of transitions…we leave our childhood behind to go forth and experience many different stages of life. Countless books, websites, classes, workshops and advice from those who have gone before us are there to help direct us through our emotions as we move through the many life stages. One of […]

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