Tag Archives: Financial Goals

HOW TO SPEND MONEY DURING THE HOLIDAYS WITH MORE JOY & LESS STRESS

The upcoming holiday season can be joyful, but many people find it one of the most stressful periods of the year. Most of us are in the Spend Money/Buying Mode until the New Year begins, and then need to deal … Continue reading

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How To Factor Health Care Risks Into Your Retirement Plan

Many of us have been impacted by having to care for a parent or loved one due to health issues, myself included. Here we’re going to discuss health care costs beyond whatever is considered “normal” today. There is no question … Continue reading

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DON’T OVERLOOK BALANCE IN YOUR PORTFOLIO

It could be hazardous to your wealth!  3 steps to achieving better balance. As we see record highs occurring in the equity markets, coupled with just closing out the first half of the year, it’s an ideal time to review … Continue reading

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What We Worry About: Top Three Financial Worries People Have

The number one worry is unlikely to surprise anyone reading this blog, and that is retirement. According to a recent Gallup poll, “A firm majority of Americans, 59%, are worried about not having enough money for retirement, surpassing eight other financial matters.” … Continue reading

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7 Ways To Unknowingly Sabotage Your Retirement Income And How To Avoid Them

It’s no secret we are facing a retirement crisis in our country.  We’ve written a number of times on the subject, including the staggering statistic that 71% of middle-income people don’t have a written retirement plan.  In particular small-business owners … Continue reading

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Small Business Owners Face A Retirement Crisis

As an owner of a small business, I appreciate all the pressures entrepreneurs are under. A recent article in Businessweek observes that the self-employed save very erratically. We have written recently that only 71% of Americans have a written Retirement Plan, and … Continue reading

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Fitch Slapped – Don’t Use Government’s Playbook For Your Personal Budget!

It appears our “leaders” in Washington have cobbled some sort of budget deal together, another last-minute fiasco.  It was bad enough again this time for the rating agency, Fitch, to put our country’s credit rating under negative review. Don’t let … Continue reading

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