Financial education for kids

When it comes to teaching kids about money, the best piece of advice I can give is… the sooner the better.

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Ten Little Parallels

When I am trying to find a good topic on which to write, I tend to gravitate to things like “lessons learned” or “lessons I wish I learned” or “lessons people should learn.”

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CYA: Cover Your Assets

I don’t know about you, but I can’t stand to watch commercials. The biggest reason is not what they are selling, it’s because of the disclaimers at the end of the commercial.

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Who Needs Help

We all need help yet we only think of ourselves when it comes to asking for help, very seldom do we think of asking the people in our lives if they need help. That needs to change.

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Pros & Cons of Self-Employment

You’ve grown tired of commuting to a job where you sit in a cubicle and do someone else1s bidding.

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How Your 401k Could Benefit Your Children

How can your 401k benefit your children? Learn some techniques on how to give pass your 401k to your heirs with the least amount of tax as possible.

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8 Retirement Deadlines You Need to Know

The 8 retirement deadlines you need to know to plan the retirement of your dreams!

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I’m Divorce, Now What?

Recently divorced and don’t know how to pick up the pieces and manage a household? You are not alone.

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Social Security Is Not Dead, and Neither Am I? What Do I Do Now?

Do you want to know when the best time is to turn on your Social Security?

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Center Stage: Steve Maher

A look inside the life and career of one of our clients, Steve Maher.

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