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The Best Holiday Gift? A Plan for Your Financial Well-Being

The Best Holiday Gift? A Plan for Your Financial Well-Being

It’s the most generous time of the year, when celebrations, gift-giving and charitable contributions are on the minds of most Americans. For the next few weeks, we’ll see crowded malls, a cascade of online purchases, and presents piling up under...

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A Thanksgiving for Coming Together

A Thanksgiving for Coming Together

My blog often talks about about how important it is to have faith in your long-term investment strategy. Today, I want to talk about similar ideals in a greater context.

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No Time Like the Present(s) to Start Saving

No Time Like the Present(s) to Start Saving

With Halloween behind us, most of us will be turning our attention to the holiday season soon. Do you have a plan to budget for food, decorations, and/or gifts? It may be the start of November, but it’s not too late to inject some budget sense into...

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When It Comes to Finances, There’s No “Free” Lunch…Or Dinner!

When It Comes to Finances, There’s No “Free” Lunch…Or Dinner!

If you’re over the age of 40, you’ve probably received at least one of these in the mail: an invitation to a “free,” educational retirement seminar at a fancy steakhouse or another white-tablecloth restaurant. You know – the ones where the friendly...

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Don't Bet on the Next President to Boost Your Portfolio!

Don't Bet on the Next President to Boost Your Portfolio!

With the presidential election now just a month away, I’m seeing more and more stories in the news about how and whether the presidential election (and subsequent administration) may affect investment portfolios. And fortunately, the ones I’ve seen...

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