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Category Archives: Managing Money

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September To Do Item

Now is a great time to review your life insurance coverage before you get busy with fall and holiday activities.   Life changes and your benefits wants and needs follow.  Here are a few things to consider:   Does the amount of your policies provide the coverage you want? Inflation erodes the amount so adjustments may be required. Health conditions are a moving target. […]

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A Special Week

This week was a special week for 3 reasons-                                             Wednesday 6/14 was Flag Day and we hung our banners and flags with pride. I met a fellow practitioner for the first time who experienced the unimaginable – his wife died from cancer 4 years ago at age 39.  He has 4 girls and had done […]

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Summer School- Financial Lessons

It’s never too early to teach your children or grandchildren the value of a dollar.  Here are five lessons to help teach smart money management: 1. EARN – Nothing says summer like chores.  From cleaning rooms to cutting grass to washing cars, daily and weekly duties help fill piggy banks.  More importantly, they help kids […]

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4 Key Findings about Women and Financial Advice

March is National Women’s History Month In 1987, Congress passed Pub. L. 100-9 designating the month of March as Women’s History Month to highlight the contributions of women to events in history and contemporary society. Today, women own 1/3 of all companies. The number of women that are the primary bread winners in their home has tripled in […]

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How to Create Lifetime Income

Want to Retire Successfully? 12 Rules to Creating Lifetime Income Before Or After We Retire  Financial success = 2 four letter words-WORK and SAVE. Cash flow governs our decisions. Inflation is the silent killer of cash flow, and must be included in each of our plans. Each of us will live on less in retirement if […]

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Spring Clean Your Finances

    It’s time to throw open the windows and start the annual spring cleaning of our house.  But have you thought about spring cleaning your finances?    The 8 tips below are a great place to start!   Start with your budget.  Take an afternoon to go over your spending during the past few months. Do […]

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Time to Review Your Beneficiaries

The Danger in Neglecting Beneficiary Designations To be sure our financial accounts and insurance payouts at our death go to the people we want, it is so important that we choose and update our beneficiary designations – a loved one, a charity or an institution. Sometimes life gets in the way and we forget to change our beneficiary designations […]

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Who’s Winning the Lifestyle War?

Current Lifestyle vs. Future Lifestyle: Who’s Winning the War? For most of us, the amounts designated for funding our current and future lifestyle are not embedded in our consciousness. The fuzziness about how much money is allocated to each reflects two “facts-of-life” we all face: Most future financial success plans are constructed haphazardly. Sometimes one […]

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#1 Money Rule – Spend Less Than You Earn

#1 MONEY RULE:   1.  Spend Less Than You Earn.          It sounds so simple, doesn’t it?  Yet there are many people out there burying themselves in debt. (spending more than they earn) or living purely paycheck to paycheck (spending exactly what they earn).  Simply spending less than you earn has a cascade of […]

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Update Your Thinking on an Old Topic

During the month of June over the last 180 years, a variety of patents were granted for inventions such as the magnetic tape recorder (1944), Morse code telegraphy signals (1840), 2 of Atari’s video games were registered (1980), among others.   Today these inventions are still useable, but more effective and efficient inventions have all […]

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