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Establishing Goals for Your Estate Plan

Most people think estate planning is only for wealthy people.  Certainly, the 55% of Americans who died without a will thought so, even though all of their estates ended up in probate court subject to the laws of the state.  Sadly, the surviving families were thrust into a situation that resulted in unnecessary distress, expense and, for many of them, devastating financial consequence

Identity Theft – How to Safeguard Your Identity

It’s something most Americans don’t think about until it hits the headlines, such as in 2013 when major retailer, Target, revealed that its data base of shopper credit and debit card numbers had been breached. Yet, nearly 15 percent of the population - more than 34 million adults - has reported some form of identity theft, according to the Identity Theft Resource Center.

What are your Portfolio Performance Expectations?

In the story of Alice in Wonderland, Alice arrives at a fork in the road and wonders aloud which road to take. A smiling Cheshire Cat appears and asks her what her destination is, to which she replies, “I don’t know.” The toothy cat then proffers the only possible response, “Well, then it doesn’t matter.”

The Art and Science of Asset Allocation

Many investors have heard the term “asset allocation” at one time or another. From the first time we sign up for a 401k plan at the office all the way through the conversations we have with financial planners in retirement we are bombarded with messages about the importance of proper asset allocation.

If You Have a Creepy Feeling You’re being Watched it’s Because You Are

It began innocently enough. You swipe your grocery club card at checkout, and as you gather your bags, the checkout clerk hands you some coupons with offers on the products you just purchased.

Charitable Giving with Purpose Magnifies Your Gifts

Most people of conscience, especially those who have done well for themselves, want to use their resources to do some good in the world.

Portfolio Investing: Do You Know Where you are Right Now vs. Where You’re Headed?

CEOs do it’ athletes do it; in fact, anyone who needs to be able to achieve a certain level of performance in order to achieve a specific goal constantly assesses where they are in relation to where they want to be. This is to ensure that available resources are being utilized optimally at all time.

Our Biggest Financial Challenges are often Self-Inflicted

In many respects, people can be their own worst enemies in their quest for financial security. When you consider that our lives are nothing more than a culmination of the decisions we make each day, if we tend to make more bad decisions than good decisions, or worse, if we can’t make decisions at all, it’s should be no surprise when financial security  remains elusive.

How to Build a Realistic Budge and Stick with it

At the core of any successful financial enterprise, be it a household or a business, is a sound an effective budget plan that is used to drive all cash flow decisions, large and small, on a daily basis.

Asset Allocation: The Key to Long-Term Investment Returns

Watching the roller coaster ride of the stock market can make many investors queasy.  Even though the stock market has, historically, always trended up, investors can’t help but feel uneasy as they watch the values of their portfolios rise and fall with the market.

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