It’s Father’s Day – a time when children share what they like best about their Dads. Ask a few kids, and they’ll probably say that he is wise, strong, patient, hard-working, and good at solving problems. From a child’s perspective,…
Category: Budgeting
Money ‘Beach Reads’: CFP® Pros Recommend Their Favorites
With Memorial Day behind you, beach season has officially kicked off. Your vacation plans are in place: the deposit on the beach house has been made, your week away from the office has been approved, and you’ve got that new…
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10 Things to Do Before Age 40 to Retire Comfortably
A worker turning 40 today has 25 years to prepare for retirement by age 65. This may seem like a long time, but in terms of retirement preparation, it represents a swiftly closing door. Compound interest is most powerful when…
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Focus on The Things You Can Control
When you focus on what you can’t control, you are taking that focus and energy off of what you can. You can’t control some situations you will find yourself in, but you can manage yourself and your reaction to the…
How to Free Up Money to Put Toward Retirement
According to a recent survey by the TransAmerica Center for Retirement Studies, 61 percent of people currently in their 40s expect to either work past age 65 or not retire at all. The numbers weren't much different for survey-takers in…
Play March Money Madness
Submit your Financial Four Bracket As the NCAA college basketball tournament gets underway, millions of Americans face the challenge of prioritizing their brackets. With the Financial Four, people can get a clear picture on how to prioritize their fiscal goals.…
Use Your Refund to Patch Holes in Your Financial Life
Will you receive a big tax refund from Uncle Sam? The answer depends on your withholding. Withholding Strategically On your Form W-4, you may make allowances for yourself, your spouse and your dependents. For every allowance you take, less money…
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Moving your debt around doesn't make it go away—consider balance transfers carefully.
If you're carrying a balance on a credit card with a high interest rate, a balance transfer can be a great way to save money. But while zero percent APR can seem enticing, a habit of transferring balances can be…
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Ways to Avoid Outliving Your Retirement Savings
One of the biggest challenges of retirement is making sure your money will last the rest of your life—however long that might be. You can only estimate how many years you will live, and you have to manage your finances…
Here's What Buffett Wouldn't Do, and Maybe You Shouldn't Either
For anyone wondering, “What would Warren Buffett do?” the 85-year-old billionaire has given plenty of advice in his public remarks and in annual letters to Berkshire Hathaway Inc. shareholders. It doesn’t matter whether you’re a home buyerconsidering a mortgage, or…
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