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The Strategic Plan

A strategic plan is a compass for business. It gives direction, helps organizations make good decisions, and supports balance. Typically, it involves collaboration and helps employees confidently say yes or no to ideas and opportunities that arise. A strategic plan…

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Is Refinancing Right?

Home refinancing should not be based solely on an interest rate, nor driven by the prospect of an early pay-off alone. For many homeowners, not a week passes without this question: Should I refinance? Today's lower interest rates make mortgage…

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Finance Philosophy

Why do lots of kids think that money grows on trees? Why do some want everything they see? Why are retailers’ shelves at just the right level to annoy me, while my teenager squeals with delight? One reason is that…

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The Tax Man Cometh

April 15 will be here oh-too-soon, so following are some tips I've gathered through the years. Evaluate and update your deductions. With health insurance premiums soaring and incomes unchanging or decreasing, you may qualify for deductions in categories that previously…

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Financing College

There's no magic formula to secure funds for your children's college education, so be proactive, start early, and explore all the opportunities. Typical funding options are loans, savings plans, and scholarships. Countless loans are available, including both federal and private…

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The Greatest Love Letter Ever Written

What in the world am I going to do now? It's one of the first questions asked when a recently widowed spouse is referred to my practice. Cash flow analysis shows that once the fog clears, hard decisions are necessary…

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Team Of Two

We all know a good marriage takes work. It’s also based on realistic expectations. The same principles apply to finances. Though it takes some effort, a couple’s expectations and communication skills usually need some adjusting after they say, “I do!”…

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Saving for the Golden Years

Financial pressures loom like storm clouds over young parents: job insecurity, reduced home values, rising costs associated with education and college tuitions for our children, and more. These issues not only occupy our thoughts; they tend to max out our…

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Save Yourself

Quite often in my practice I save people - from themselves. Because information is readily available, consumers are enticed by today's highest rated stocks, best venture capital deals, and newest no-risk opportunities with guaranteed ten percent returns. We also hear…

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Your Financial Buckets

So many changes have occurred in the last decade in response to our country's economic circumstances - some good and some bad - making it difficult for consumers to know what to do. Various financial products and phrases that I've…

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