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Don’t Avoid Family Conversations About Money
One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care?...
Generational Differences in Handling Money
The baby boom generation is the demographic engine that has driven U.S. economic growth over the past 50 years. But now, as boomers work...
Medicare Update
Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word...
4 Advantages Of A Health Savings Account
By Daniel Goodwin Health Savings Accounts are growing by leaps and bounds. Over ten million people now have them as part of their...
Doing A Wedding On A Budget
By Daniel Goodwin Will you marry me? That magical phrase is shared between two people in love every day whether it be on a baseball...
Managing Family Cash Flow Like a Business
By Daniel Goodwin While any credible business has financial statements, few families do. A company needs to be able to quickly view its...
Save Now For College
By Daniel Goodwin College costs out pace core inflation by a long shot and if you have children or grandchildren the sooner you start a...
A Budget Can Help Boost Your Family’s Savings
By Daniel Goodwin In difficult economic times, many young couples and families may find themselves wondering where their money goes....
Unmarried Couples: Treading the Tricky Waters of Pooled Finances
By Daniel Goodwin For a variety of reasons, many couples, regardless of age, may find themselves living together for a period of time as...
Acquaint Grown Children with Your Financial Affairs
By Daniel Goodwin Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs....
Hurricanes and Your Relief Efforts
Giving is Not Just About Making A Donation - You Make a Difference. There are many opportunities to support disaster-recovery efforts and...
How To Get Kids Interested In Investing
By Daniel Goodwin Anyone you read about these days known for making money started out as a child once and probably learned about the...
7 Money Tips For Newlyweds
You just got married, but you may now realize that so did your finances. One of you is a big spender and one is a saver! How in the world...
Top Nine College Planning Mistakes
1. No Overall Game Plan Many clients we sit down with have done a realistic plan and projection of what the real cost of college...
How I Failed A Family As A Financial Advisor
I once was casual friends through our kid’s school with an executive of a large manufacturing company who had been so busy climbing the...
Open Letter to All Graduates
Dear Graduates: You have worked hard for your degree; now the fun really begins. Your degree is important because without one you will...
Smart Financial Moves After a Divorce
Divorce is one of those life events that may be one of the most difficult transitions any person has to make. Some of the divorces end up...
Inheriting Wealth The Right Way
During the next 20 years, trillions of dollars of wealth in the United States will transfer from parents reaching life expectancy to...
Die Without A Will...Really?
Right now over 70 percent of Americans do not have a will. That’s about 200 million people. Why? “Too busy”, “Gonna get around to it”,...
This material is for general information and education purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of nay investor.
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