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Don’t Wait Till Year’s End to Fix Up Your Finances by Catherine Hawley, CFP® in Monterey CA

Don’t Wait Till Year’s End to Fix Up Your Finances

Can you believe we’re well over halfway through 2015? It’s amazing me how quickly things move. In just a few months, you’ll start to see a lot..

By: Catherine Hawley, CFP®

Tags: For Consumers, Nerdwallet, Homeowners Insurance, Hsa, Roth Ira

Posted: 04/21/2017

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How to Retire Happy, Wild and Free by Michael Ciaciuch, CFP®, AIF® in Bay City MI

How to Retire Happy, Wild and Free

In 2015, I attended “Paths to a Creative Retirement,” an annual three day workshop hosted by the North Carolina Center for Creative Retirement at UNC..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 04/12/2017

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"Don't Retire - Rewire!"

  I first read “Don’t Retire – Rewire!” in 2010. The full title is “Don’t Retire – Rewire! 5 Steps to Fulfilling..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 02/24/2017

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What Color Is Your Parachute for Retirement by Michael Ciaciuch, CFP®, AIF® in Bay City MI

What Color Is Your Parachute for Retirement

Like “Younger Next Year” and “Don’t Retire – Rewire,” this book addresses the lifestyle side of retirement. I will reference..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 02/24/2017

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Start 2017 With a Financial Cleanse by Michael Schupak, CFP® in West New York NJ

Start 2017 With a Financial Cleanse

Do you feel like you’ve lost control of your finances recently? Maybe you went overboard during the holiday season, or you’ve become lax in monitoring..

By: Michael Schupak, CFP®

Tags: For Consumers, Financial Planning, Saving Tips, Personal Finance

Posted: 01/31/2017

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"YOUNGER NEXT YEAR"

Recently I posted the poem, “Someday Is Here”.  Several years ago, when I began reading the poem during client retirement planning sessions, within..

By: Michael Ciaciuch, CFP®, AIF®

Tags: Book Review, For Consumers

Posted: 01/06/2017

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How the Psychology of Plastic Can Affect Buying Decisions by Michael Schupak, CFP® in West New York NJ

How the Psychology of Plastic Can Affect Buying Decisions

At some point in the midst of holiday shopping, most of us will dip into our wallets, take out a credit or debit card and make a purchase. Many times,..

By: Michael Schupak, CFP®

Tags: For Consumers, Credit

Posted: 12/20/2016

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Paralyzed by Fear or Uncertainty? Make a Plan! by Didi Dorsett in Historic Occoquan VA

Paralyzed by Fear or Uncertainty? Make a Plan!

As I meet with clients to present their financial plan, it is common to sense a figurative (and often literal) sigh of relief at the meeting’s end. Admittedly,..

By: Didi Dorsett

Tags: Financial Planning, Plan, Emergency Fund, Retirement, For Consumers

Posted: 11/03/2016

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College Transitions: Prepare for Emergencies by Philip Lee, CFP® in Wakefield MA

College Transitions: Prepare for Emergencies

Last week Kristen and Julia, our rising high-school senior, visited McGill University in Montreal, Canada.  By all accounts it was a hugely successful trip...

By: Philip Lee, CFP®

Tags: For Consumers, College, Emergency

Posted: 08/09/2016

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Pricing Carbon and the Fiduciary Standard for Investment Advice by Thomas Nowak, CFP® in Grayslake IL

Pricing Carbon and the Fiduciary Standard for Investment Advice

What Does Pricing Carbon Have in Common with the New Fiduciary Standard for Investment Advisors? The short answer: A lot. The typical answer: These issues..

By: Thomas Nowak, CFP®

Tags: Fiduciary, For Consumers

Posted: 06/13/2016

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Searching for Financial Advisors Online: What You Should Know by Mike Chamberlain, CFP® in Santa Cruz CA

Searching for Financial Advisors Online: What You Should Know

When you’ve realized it’s time to get some professional help from the financial services industry, you’ll probably start with a Google search...

By: Mike Chamberlain, CFP®

Tags: For Consumers, Fiduciary

Posted: 03/14/2016

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Plant Power Investing by Thomas Nowak, CFP® in Grayslake IL

Plant Power Investing

Evidence increases by the day that more consumers are moving towards a plant-based diet. How can the average investor take advantage of this trend? Low-cost index..

By: Thomas Nowak, CFP®

Tags: For Consumers, Investing, Sustainable Investing, Sri, Health

Posted: 02/11/2016

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