Financial Advisors

Taking A Loan From Your Retirement Plan = Bad Idea

retirement loans

Thinking about borrowing money from your 401(k), 403(b), or 457 account?  Think twice about that, because these loans are not only risky but injurious to your retirement planning. A loan of this kind damages your retirement savings prospects.  A 401(k), 403(b), or 457 should never be viewed like a savings or checking account.  When you

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Will Your Children Receive a Fair Share of Your Wealth?

time to invest

Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions.  The beneficiary forms you filled out years ago for your IRA, your workplace retirement plan, and your life insurance policy may

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The Top Ten Reasons Not To Plan For Retirement – A Different Kind Of Top Ten List

retirement jar

Reason #10:  “I’m too busy” I can’t tell you how often I hear this explanation.  So many people want to plan for a better retirement, but they don’t have the time.  They think they’ll take care of it tomorrow, or the day after that … and before your know it, several years have gone by. 

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If you have decided to get a Divorce, are you prepared Financially?

Budgeting

Here are some things you should think about. Do you have children? Think about updating your Will to include a Trust. Name a conservator. Name a trustee Make arrangements with your attorney to have these papers drawn up prior to the completion of the divorce process.  This is not something you want to put off

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Five Saving Secrets – How To Increase Your Savings Without Significantly Lowering Your Quality Of Life

coffee mug

What’s the problem?  In general, when it comes to a lack of savings, it is often not a question of low income, but a matter of high spending.  While it’s very true that often we’re put into situations where we must spend money (due to loss of employment, health care bills, home repairs, etc.), for many

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It’s All In Your Hands – A Post Divorce Action Plan

Budget

You have just gone through one of the most challenging and difficult periods that a person can experience in their life – a divorce.  While many things may still be up in the air, one aspect of your life that you should make sure you’re in control is your finances. Financial planning for a divorced

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6 Reasons You Should Contact a Certified Divorce Financial Analyst® Before Divorcing

difficult conversation

1.) It could save you time and lead to a better outcome. From start to finish, the typical divorce takes about a year.  Why so long? (Money issues).  It may take weeks or months for both spouses to fully know their financial potential, where they each stand money wise and what they might want to

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