2014 is quickly coming to an end which means people will be sitting down to make their lists of resolutions in the New Year. Most will focus on losing weight and improving their finances. Improve Your Finances in 3 Steps When it comes to your finances, I am going to give you 3 tips to […]

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Are You Worried About Your Financial Future?

Posted by Don on April 16, 2014

Are you worried about your financial future? Scared about being able to afford to retire? Maybe you are scared about affording health care or if an emergency will wipe you out. If you have any of these concerns, it is time to face your fears head on and start making things happen so that if […]

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Financial Lessons Learned From March Madness

Posted by Don on April 10, 2014

I’m a sports nut. As such, March is a great month simply for the fact that there is great college basketball to watch. It’s great to watch starting with the conference championships because a team that had a horrible season can make a run and if they win their conference tournament, they get invited to […]

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How to Stick to Your New Resolution While Saving Money

Posted by Kristen on January 13, 2014

Now is the time to wave goodbye to last year, remembering all of the wonderful memories we made and learning from any mistakes we may have made throughout the year. Like many others, you may have created your New Year’s Resolutions to make this year even better than last year. Most of the time, whether […]

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Are You Focused on Today or Tomorrow?

Posted by Don on December 31, 2013

Are you focused on today or tomorrow? This year or next year? The reason I ask this question is because of the difference in thinking between wealthy people and non-wealthy people. I’ve read plenty of books on the subject of wealthy people and the throughout all of them, there seems to be one underlying theme: […]

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4 Ratios to See How You Stack Up Financially

Posted by Don on August 5, 2013

Most everyone is aware of the importance of calculating our net worth for determining our financial well-being. But many of us are unaware of other easy financial ratio calculations that we can perform to get an even clearer idea of how we stand financially. The best parts of these financial ratios are that they are […]

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Newlywed Finances Part II

Posted by Jill on September 15, 2010

This is the second of two posts on newlywed finances. Yesterday we talked about having your first big financial talk, managing money, and setting a budget. Today, we’re going to look at a more long-term approach to dealing with finances as a married couple. Setting Goals Before you ever get married or move in together, you […]

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10 Important Tasks for Your Mid Year Checkup

Posted by Madison on July 7, 2008

We’re half way through the year. It’s a great time to do a mid-year checkup of your financial situation. Here are a few of the topics that I like to revisit in the summer to make sure that we are on track! 1. Asset allocation rebalancing. Have you rebalanced your portfolio lately? With the decline […]

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Plan Ahead: 6 Steps to Secure Your Financial Future

Posted by Madison on May 6, 2008

Ever since I can remember I’ve been a planner. Planning ahead has allowed us many rewards that we otherwise wouldn’t have gotten the opportunity for. Some of the successful planning tips we have used are: Save for college before children are born. We opened 529 plans for our future children before they were born. Before […]

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Applying the Five Fundamentals of Financial Success

Posted by Madison on April 8, 2008

I recently discussed the five fundamentals of financial success which bases your financial foundation on preparation, planning and the relationship that money has with other aspects of your life. It’s a great concept in theory, but let’s put it into action to see if it really works. Here is how we built our finances around […]

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