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Archive for October, 2009

Identity Theft and Protection – An Important Part of Your Financial Plan

Posted in Banking, Charitable & Planned Giving, Credit/Debt, Education, Medical & Health Issues, Retirement, Savings on October 13, 2009 | 1 Comment »

Recently you may have read about Ben Bernanke having his identity stolen, because his wife had her purse stolen some time ago.  Every day we hear about others having their online identity stolen.  So we need to take steps to protect ourselves from the fraudsters among us. Here are some steps you should be taking to [...]

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How to Select a Financial Planner

Posted in Education, Retirement on October 12, 2009 | Leave a Comment »

You’ve reached your breaking point. You need financial help and have committed to finding a financial planner to overcome nagging financial questions and concerns, or perhaps develop a comprehensive financial plan. Whatever brought you to the decision to seek professional help, you’ve made an important first step in choosing to move forward. Now the only [...]

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First-time Homebuyer Credit Ends November 30

Posted in Home Ownership, Taxes on October 9, 2009 | Leave a Comment »

Are you or someone you know planning on buying a new home?  Well, now is the time to act!  If you wait much longer, you might miss out on some free cash from the government.  Approved in February 2009, as part of the federal government’s American Recovery and Reinvestment Act, the first-time homebuyer tax credit [...]

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What Should We Learn From the Financial Crisis?

Posted in Banking, Education, Employment, Home Ownership, Insurance, Investments, Savings on October 8, 2009 | 3 Comments »

Economists have begun to argue about what we should learn from the financial crisis. Some believe better regulation could have prevented the crisis. Others suggest that the monetary authorities caused the crisis by holding interest rates too low. Some insist that the government stimulus is essential to pull us out of the recession. Others are [...]

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Time & Things Matter to Your Financial Planning

Posted in Home Ownership, Insurance on October 7, 2009 | Leave a Comment »

“I’m not attached to my stuff.”  I believe I uttered these words with confidence prior to my recent cross-country move.  And I know I believed them when I said them.  Here’s the catch; after ending up with a rogue moving company, at one point I thought I might not get any of my stuff again.  [...]

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Should You Care if Your Financial Planner Is a Millionaire?

Posted in Education on October 6, 2009 | 4 Comments »

Lately, I’ve been asking financial professionals this question: “Should consumers care whether you’re a millionaire?” I’ve asked financial planners, financial therapists, and clients of financial planners. Their responses were varied and given with considerable energy.  Some professionals said, rather than answering the question, they would turn it around and ask why it mattered to consumers [...]

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Financial Planning: Facts & Fiction

Posted in Education, Insurance, Investments, Retirement, Savings on October 2, 2009 | 1 Comment »

When it comes to financial planning, it’s quite possible that you might not be able to separate fact from fiction. Here’s my view of the facts about financial planning and the fiction. Financial Planning Is a Front for Selling Insurance or Investments. Fiction: At its core financial planning is a process. This process includes goal [...]

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