Personal financial planning articles... |
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Investing: |
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Does It Make Sense to Get Into The Market for Troubled Homes?
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Too Rich for a Roth? In 2010, That's Going to Change
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Taking A Fresh Look At Retirement Plan Allocations
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Safer Investment Decisions in 2009
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New Year's Resolutions
for a Financially Healthy 2009
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Dealing
With Market Declines
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Investing Regularly -- In Both Bull and Bear Markets -- can work to
your advantage
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With the Market So
Uncertain, Are Immediate Annuities a Good Way to Preserve Your
Retirement Savings?
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During the Real Estate Freeze,
Vacation Homes Might Be a Warm Spot
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Foreclosure Investing
isn't for the Squeamish
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Retirement Planning: |
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Why It’s Important To Take an Interest in Retirement Plan Fees
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What is the Risght Amount to Withdraw from yur Retirement Fund Each Year?
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Some Annuities Offer a Way to Pay for Long-Term Care
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How to Prepare to Un-Retire
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Reviewing the Basics of Annuities
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Adult Children with Nest Eggs Can Create Private, Low-Cost Reverse Mortgages for Their Parents
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Ways to Afford Your Retirement Account Catch-Up Contributions
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Downsizing a Home Isn’t All About Stuff: It Can Be a Smart
Financial Move, Too
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A Primer on Medicare and Medigap Coverage
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What if Your Employer
Doesn't Want You to Retire?
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Don't Let Economic Troubles Threaten
Your Retirement Plans
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What To Do With Your
Retirement Plan Money When You Change Jobs
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Now Is A Good
Environment for Roth IRA Conversions
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Retirement Planning
Mistakes
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What's the Correct Amount
to Withdraw from Your Retirement Funds Each Year?
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What if Your Employer
Wants You to Retire Slowly or Come Back From Retirement?
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To Retire or Un-retire?
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Be Careful About Picking
Beneficiaries for Your IRAs and 401(k)s
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Personal Financial Management and Planning: |
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Medical Tourism: What You Should Know
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Planning Home-Based Care for an Elderly Relative
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Keeping Your Credit Score Healthy
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A Midyear Financial Checkup Can Make For a Smarter Second Half
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Planning for a Child's Private School Education
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How Personality Traits Affect Financial Planning
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Ways to Analyze Charities and Give Smarter
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Moving Toward a No-Debt Lifestyle: Steps to Consider
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New Careers After Age 50 -- Where the Jobs Are, How to Spruce Up Your Skills
and Ready Your Finances for the Change
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Stepping In Financially For An Older Relative At A Time Of Need
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Should You Be a Borrower or Lender? The
Return of the Personal Loan
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Helping Older Relatives Articulate Their Long-Term
Care Wishes
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Love and Money: Is a Postnuptial Agreement Right for
You and Your Spouse?
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How to Get the New Year Off to a Great Financial Start
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Steps to Take When Someone in the Family is Facing a Serious Health Crisis
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Helping Your Kid Build a Lifetime Emergency Fund
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The Importance of Having Separate Disability Income Insurance Coverage
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How Your Personality Affects Your Decision-Making
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Late-Life Marriages and Remarriages Require Unique Financial Planning
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10 Things You Can Do Immediately to Slash Debt and Spending
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Even in Tough Times, Grandparents Can Still Help Their
Grandchildren Get a Good Financial Start
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Thinking About Inflation? Here Are A Few
Ways To Protect Yourself
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Dealing With Companywide Pay and
Benefits Cuts
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It's Summertime -- Not a Bad Time for
a Midyear Financial Checkup
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Why Financial Planning Matters in the
Toughest of Times
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How does the 2009 Stimulus Plan Affect
You?
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Ways to Save Money on Health
Care and Health Insurance in Troubled Times
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Planning a
Cost-Effective Job Search
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Why Maintaining Your Credit
Score Becomes Even More Important During the Continuing Credit
Crunch
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Graduation Gifts for
Grandchildren
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Helping Your Kids Recover
after a Major Money Mistake
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Open Enrollment: Should
You Take Advantage of Your Company's Health Savings Account Option?
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Consumer Borrowing in
2009 Will Mean Making a Plan
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Creating a Budget or Spending
Plan: A Good Way to Start the New Year
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Preparing Your Finances for a New Baby
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Top 10 Money Moves for
Today's College Freshman
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How New College Grads Can Get
a Jump on Financial Planning For a Lifetime
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Veterans Set for a Big
Benefits Upgrade in 2009
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Getting Fiscally
Fit in the New Year
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Financial
Planning For Newly Single Parents
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Going Green in a Blue
Economy Can Be a Smart Investment
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Traveling Smart During the Hot,
Pricey Summer
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How Not to Go
Broke if Your Kids Move Back After Graduation
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Preserving the
Family Vacation -- Tips to Keep Spending In Check
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Insuring Your Vacation?
Make Sure You're Actually Covered.
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How to Takeover an Aging
Parent's Finances
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Make Estate and Financial Planning a
First Step After Divorce
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Worker Shortage Will Spur Incentives
to Keep Boomers on the Job
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Preparing For Your First Visit with a
Certified
Financial
Planner™
professional
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Affording A Pet -- Ways To Save And Plan
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Estate Planning: |
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The Do’s and Don’ts of Passing Down Vacation Property to Family
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Why 2010 is the Year You Should Pay Closer Attention to Your Estate Plan
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Keep an Eye on Your State's Estate and Inheritance Tax Policy
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Preparatory Steps to Getting Your Estate in Order
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Prepare Now for Moves on the Estate Tax
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Even When a Spouse Dies, Debt
Lives On
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A To-Do List for Settling
an Estate
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Estate Planning for
the Worst Possible Scenario -- The Death of Both Spouses While the
Kids Are Young
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Estate Check-Up:
Consider Making it a Multi-Generational Family Matter
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High-Net Worth Individuals Might Consider
a Qualified Personal Residence Trust to Reduce the Death Tax
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Taxes: |
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When Doing Your Own Taxes Makes Sense ... And When
It Doesn't
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Get a Head Start on
Tax Planning for 2008
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Things to Know Before
Filing Your Taxes
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Don't Miss Key Medical Expense
Deductions
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Line-up Charitable Deductions
Before the Holidays
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Insurance: |
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How Much Term Life Insurance Should You Buy?
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What to Know and Ask About Disability Insurance
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How to Buy Life
Insurance
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Most People Don't
Have Enough Disability Insurance
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Short-term Long-term
Care Insurance? Make Sure it's a Good Idea for You.
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A Long-Term Care Insurance
Primer
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Now is the Time to
Pick Up Low Cost Life Insurance
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An Annual Insurance
Checkup Can Save You Money Without Hurting Your Coverage
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Are Accelerated Death
Benefits a Good Backstop for Uninsured Health Care Costs?
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Entrepreneurs: |
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If You're Considering Entrepreneurship At Any Age,
Business Planning Is A Necessity
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Re-setting the Business Exit Plan in a
Tough Economy
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Thinking About Starting a Business?
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Business Owner's Exit
Plan: Why It Is So Important
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Thinking About a New
Career Direction? Here's How to Prepare For Your Own Business.
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Higher Education: |
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The Balancing Act: Retirement vs. College Savings
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Consider a Condo for Your College Student
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Top 10 Money
Decisions for Today's Incoming College Freshman
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Be Careful When
Rebalancing 529 Plans
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Is Your Child
Headed to College? It's Time to Take a Crash Course on
Borrowing and Spending.
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Heading Back to School?
Make a Plan First.
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Have a Plan for Leftover 529
Plan Money
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Blended Families
Should Plan Early for Their Kids' College Financial Aid
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