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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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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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? 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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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

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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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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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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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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So you’ve got a debt? What’s the first step in getting rid of it? Let’s take a look at one of my hot-button items in our budget and work through it. In the fall we decided not to sell my car just yet. However, now that spring is almost here it’s time to do something [...]

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