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Great Ways to Save Money

AARP just came out with their annual 99 Great Ways to Save money.  If you used all of them, you could potentially put an extra $34,000 cash in your pocket.  Over the next few weeks - we will share some of the highlights.  If you want to see the entire list, click here.

5 Common Financial Terms - You Probably Should Know

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your bank or financial manager and think that they’re speaking a foreign language?

Today is June 1st - Getting Ready for Hurricane Season

Today is June 1st - the official start of the 2017 Hurricane Season.  The Florida Department of Financial Services put out a great reminder today that it is up to you to make sure your emergency preparedness efforts reach beyond bottled water and batteries and include being financially prepared for a hurricane event.

Financial Stress in America

According to the American Psychological Association’s Stress in America Report, money is a significant source of stress in the lives of three out of four Americans; above concerns such as work, health, and family.

Will You Outlive Your Income? How to be Certain You Won’t.

While our extended longevity should be greeted with gratitude for the possibility of enjoying a longer life with our grandchildren, many retirees are approaching it with trepidation, wondering if their hard earned assets will be sufficient to fulfill their vision of a good life for the rest of their life – however long it should last.

Why You Need a Personal Liability Umbrella Policy

An increasing number of people are starting to understand that their real risk exposure is not in the costs associated with repairing or replacing their car or home, rather it is in the far more costly liability risk. Yet, most people drastically underestimate their personal liability risks.

Financial Resolutions: Tips to keep you Accountable

After the ball drops on New Year’s Eve, we dig up our hopes and dreams and make some resolutions. Getting back in the gym, losing weight, and eating clean, are usually at the top of the list, but what about your finances? The health of your accounts, spending habits, and investments are just as important to evaluate.

2016 Year End Reminders

December is a busy time of the year as everyone prepares for the holidays. There are also some year end reminders to consider along with the hustle and bustle!

Should You Convert to a Roth IRA?

Should you convert all or a portion of your traditional IRA assets to a Roth account? The answer may depend on the amount of time you plan to leave the assets invested, your estate planning strategies, and your willingness to pay the federal income tax bill that a conversion is likely to trigger.

Saving Money vs. Paying Off Debt

Saving money versus paying off debt is an age-old quandary that has plagued people since the advent of consumer debt. Posing the questions to a group of financial planners the responses will usually be split down the middle.

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