How About that Emergency Fund?

The current Coronavirus situation has highlighted for many the need for a sufficient emergency fund. Will creditors be knocking? How will we pay for groceries or doctor visits?

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What will the impacts of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) be?

The $2 trillion dollar stimulus package was signed into law on March 27, 2020. But what does it mean for you, specifically in regards to your retirement accounts?

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4 feel good money tips you need to know regarding CoronaVirus news…

Coronavirus is an equal opportunity infector. Let’s put aside the way the media portrays “us versus them”, the partisan views of political parties, and realize we are all Americans and we all are being affected. Here are some feel good money tips.

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Don’t hit the panic button (Can the Coronavirus derail my retirement?)

While I do believe our economy will be affected by this global scare, I do not believe it will be nearly as dramatic as it has been up to this point. Most market indicators are positive.

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Should I Get That Extended Warranty?

There are probably times when it makes good sense to buy the extended warranty. But the question really is “when” to buy it.

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Saving for Retirement and a Child’s Education at the Same Time

You want to retire comfortably when the time comes. You also want to help your child go to college. So how do you juggle the two? The truth is, saving for your retirement and your child’s education at the same time can be a challenge.

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Travel: Ordinary or Extraordinary? Why you should use a Travel Advisor

When you work with a travel advisor the benefits can change your trip from just another vacation to the trip of a lifetime.

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There’s is No Downside to Downsizing

What is it about the word “downsizing” that creates a feeling of dread in most of us? Is it all the decisions that need to be made?

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Passing Down Your Wealth

You have done well in life. You’ve saved enough money to last you the rest of your life and then some. That was your first goal.

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Deciding What to Do with Your 401(k) Plan When You Change Jobs

When you change jobs, you need to decide what to do with the money in your 401(k) plan. Should you leave it where it is or take it with you?

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