IT'S ALL ABOUT MONEY MANAGEMENT

  • Insurance When You’re Newly Married

    Insurance When You’re Newly Married July 2019 - Marriage changes insurance needs. Newly married couples should review their individual insurance and consider new coverage: auto, home, health, disability, life, liability, and extended care.

  • Wealth Management with Memory Disorders

    Wealth Management with Memory Disorders June 2019 - Besides impacting lives and relationships, dementia can also impact family finances. A family member may have to manage money for a relative. Financial exploitation must be guarded against.

  • Investing in Agreement with Your Beliefs

    Investing in Agreement with Your Beliefs May 2019 - The case for aligning your portfolio with your outlook and worldview. Do your investment choices reflect your outlook? Are they in agreement with your values?

  • Bad Money Habits to Break

    Bad Money Habits to Break April 2019 - Do bad money habits constrain your financial progress? Many people fall into the same financial behavior patterns, year after year. Now is as good a time as any to alter your behavior.

  • Countdown to College

    Countdown to College March 2019 - For many people, college sets the stage for life. Work with your children to make goals and develop habits. Staying focused and tackling a few milestones along the way will help ensure their success.

  • Tax Scams and Schemes

    Tax Scams and Schemes February 2019 - The “dirty dozen” favored by criminals and cheats: criminals try to scam taxpayers, and some taxpayers try to cheat on their taxes. These cons occur year-round. Here are the 12 biggest offenses.

  • Social Security Gets Its Biggest Boost in Years

    Social Security Gets Its Biggest Boost in Years January 2019 - Social Security will soon give seniors their largest “raise” since 2012. Not every retiree will see their benefits grow 2.8% next year, but the average beneficiary will see a difference.

  • End-of-the-Year Money Moves

    End-of-the-Year Money Moves December 2018 - Here are some things you might want to do before saying goodbye to 2018. Little year-end moves might help you improve your short-term and long-term financial situation.

  • Debunking Popular Retirement Myths

    Debunking Popular Retirement Myths November 2018 - Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.

  • Avoid These Life Insurance Missteps

    Avoid These Life Insurance Missteps October 2018 - Shop wisely when you look for life insurance coverage. Compare your options. Make your choice with insight from an insurance professional, to help you avoid some of these all-too-common missteps.

 

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