Year End Financial Checklist
The holidays are approaching, and it can be tough to find time to organize your financial life. While it seems so easy to push off your financial planning needs until the New Year or group them in as a New Year’s Resolution, there are several financial moves that can be made this year to allow […]
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Long-Term Care: What are my Options?
Long-Term Care: What are my Options? When planning for retirement a big mistake most people make is overlooking long-term care insurance and preparing for healthcare expenses– whether foreseen or not. Most people are not aware of what the costs are, how to prepare for them, or where to even begin to save for these kinds […]
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Making Saving a Regular Habit
Making Saving a Regular Habit We all know the basics of savings – spend less than you earn. But how can we get into the habit of putting that money away? There are so many methods and reasons to save but it is important to make sure you start. The first step is having a […]
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Achieving Financial Independence
Dealing with Divorce and Widowhood as a Woman Most brides enter their marriages assuming that their partnerships will last forever. Unfortunately, life does not always follow our best-laid plans; spouses can pass away unexpectedly, and unions can crumble. This leaves many women feeling alone and scared, treading unfamiliar waters – especially when it comes to […]
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10 Tips for Boosting Your Financial Literacy
You’ve probably been told at some point in your life that you are “book smart” or “street smart,” but have you ever been told that you are “money smart”? Being “money smart” means that you are financially literate – or you possess the necessary skills to manage your money and make intelligent, logical decisions regarding […]
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Ready to Retire? 30 Places for LGBTQ Couples
Ready to Retire? 30 Places for LGBTQ Couples When thinking about retirement, feeling welcome and living near like-minded individuals is most likely high on the list. This infographic from Partnership Wealth Management identifies 30 cities across the United States that meet a variety of criteria for LGBTQ couples. View the PDF version! SOURCES: Gallup.com […]
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5 Financially Responsible Ways to Invest in Your Future
We all know that spending money is more fun than earning it. And earning money is often more fun than putting it away for a rainy day – in fact, if you are reading this article, you may be one of the few Americans interested in saving money. Polls show that up to 78% of […]
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Tips for Finding the Right Financial Advisor to Help LGBT Clients
Tips for Finding the Right Financial Advisor to Help LGBT Clients Because of recent changes in legislation, many same-sex couples may be seeking certified financial advisors who can lead them on the right path and explain complicated laws impacting their benefits and marriage protections. While the Defense of Marriage Act (DOMA) is no longer in […]
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Tips to Survive Market Volatility
The Dow Jones Industrial Average (DJIA) closed at 26,616.71 on January 26, 2018, an all-time record that has not been surpassed. Since then, the market has shown investors that volatility is back – and may be around to stay – this year. The unpredictability may seem long overdue for those who have been in the […]
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Wealth Management for Women
Wealth Management for Women Whether married or single, it is crucial for women to take charge of their finances. In the past, the wealth management industry has primarily catered to men. It was assumed that the man would manage household finances. This outdated practice is changing. Women are now playing a major part in financial […]
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