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Financial Planning

Financial Planning

Translating Stock Market Jargon

The meaning behind some of that Wall Street lingo. Have you ever been confused by the jargon used on Wall Street? Perhaps it is time to translate some of those esoteric stock market terms into plain English. Blue Chips:…

Financial Planning

Saving more money, now and later

You could save today & tomorrow, often without that penny-pinching feeling. Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be found at home and at work,…

Financial Planning

Financial Health

Written by: Clinton Brown CFP®, ChFC, CLU, CASL®, CAP® Most people use financial planners very much like they use doctors – it takes some sort of a serious event to prompt a visit to the office. Patients typically visit…

Financial Planning

Should Millennials Be Your Money Models?

Gen Y is doing some thing right when it comes to saving & investing. Financially, Gen Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure fiction. Here…

Financial Planning

Having the Money Talk with Your Children

How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn…

Financial Planning

What You Need to Know About the Fiduciary Rule

A quick look at the changes coming for retirement accounts. Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department…

Financial Planning

Beware of Emotions Affecting Your Money Decisions

Today’s impulsive moves could breed tomorrow’s regrets. When emotions and money intersect, the effects can be financially injurious. Emotions can cause us to overreact – or not act at all when we should.     Think of the investors who always…

Financial Planning Market News

Keep Calm, Stay Invested

Expect more volatility, but avoid letting the headlines alter your plans. Recent headlines have disturbed what was an unusually calm stock market. The political uproar in Washington may continue for weeks or months, and it could mean significant, ongoing…

Financial Planning

What Are Your Odds of Being Audited?

They are low, unless you show the I.R.S. some conspicuous “red flags” on your return. Fewer than 1% of Americans have their federal taxes audited. The percentage has declined recently due to Internal Revenue Service budget cuts. In 2016,…

Financial Planning

The Importance of Financial Literacy

Too few Americans understand personal financial fundamentals. If only money came with instructions. If it did, the route toward wealth would be clear and direct. Unfortunately, many people have inadequate financial knowledge, and for them, the path is more…