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5 Ways to Reduce Healthcare Costs by Catherine Hawley, CFP® in Monterey CA

5 Ways to Reduce Healthcare Costs

Healthcare takes a big bite out of just about every family’s budget, with research showing that the average employee spends $11,685 each year on insurance..

By: Catherine Hawley, CFP®

Tags: Healthcare, Health Insurance, Self-insure, Out-of-pocket Costs, Deductible, Hsa, Fsa

Posted: 09/26/2017

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Four Ways Fantasy Football is Similar to Investing by Michael Schupak, CFP® in Jersey City NJ

Four Ways Fantasy Football is Similar to Investing

The league is not won on draft day and your total returns are not only driven by your initial stock picks.   Draft day is a great time to see your friends,..

By: Michael Schupak, CFP®

Tags: Investing, Diversification, Ipo, Value Stocks

Posted: 09/12/2017

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Slow, Steady, and Sustained…My Approach to Running and Saving by Didi Dorsett in Historic Occoquan VA

Slow, Steady, and Sustained…My Approach to Running and Saving

As I was wrapping up my morning routine today, I considered skipping my workout to get into the office a bit earlier. This is a recurring discussion with myself...

By: Didi Dorsett

Tags: Saving, Behavior

Posted: 09/05/2017

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How Saving for Retirement Can Help You Pay off Your Student Loans by Catherine Hawley, CFP® in Monterey CA

How Saving for Retirement Can Help You Pay off Your Student Loans

If you’re dealing with student loans, it might be hard to even consider the idea of saving for retirement. When you’re paying hundreds, or even thousands,..

By: Catherine Hawley, CFP®

Tags: Student Loans, Retirement, Savings, Investment

Posted: 08/31/2017

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Why the Tax Benefits of Owning a Home Are Overrated by Catherine Hawley, CFP® in Monterey CA

Why the Tax Benefits of Owning a Home Are Overrated

I see people are sometimes tempted to justify buying a home instead of renting because of the tax breaks available to homeowners. The same logic is sometimes applied..

By: Catherine Hawley, CFP®

Tags: Tax Break, Renting, Owning Home, Mortgage

Posted: 08/16/2017

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The Sneaky and Costly Financial Mistakes You Could Be Making! by Michael Schupak, CFP® in Jersey City NJ

The Sneaky and Costly Financial Mistakes You Could Be Making!

A few weeks ago I discussed several mistakes people make with their finances that they are often aware of but fail to correct. This week, we dive into some of the..

By: Michael Schupak, CFP®

Tags: Ira Contributions, Stock Options, Net Worth, Behavioral Finance, Disability Insurance

Posted: 08/15/2017

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You Know Better! Stop Making These Financial Blunders! by Michael Schupak, CFP® in Jersey City NJ

You Know Better! Stop Making These Financial Blunders!

Have you ever committed to a healthy night – gone to the gym, had a healthy dinner, skipped the wine, only to wind up with a late night trip to Ben and Jerry’s?..

By: Michael Schupak, CFP®

Tags: Smart Money, Emergency Fund, Ira Withdrawal, Credit Card Debt

Posted: 07/27/2017

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Beware of giving up financial assets to the state by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Beware of giving up financial assets to the state

A friendly warning: Don’t unknowingly give your property to the state. Common law in the United States includes a process in which unclaimed property is turned..

By: Tom Roberts CFP®, MBA

Tags: Law, Escheatment

Posted: 06/20/2017

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Optimize withdrawals from your retirement savings by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Optimize withdrawals from your retirement savings

How you take withdrawals from your retirement and other savings can influence your tax payments, Medicare premiums and how long your savings last. The best withdrawal..

By: Tom Roberts CFP®, MBA

Tags: Retirement, Retirement Income, Withdrawals

Posted: 06/20/2017

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Why everyone needs to own bonds by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Why everyone needs to own bonds

Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math..

By: Tom Roberts CFP®, MBA

Tags: Bonds, Investing, Alternatives

Posted: 06/20/2017

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Reducing your income risk is crucial when investing by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Reducing your income risk is crucial when investing

When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest..

By: Tom Roberts CFP®, MBA

Tags: Investing, Retirement, Income

Posted: 06/20/2017

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Use your tax forms to boost finances by Tom Roberts  CFP®,  MBA in Lakewood Ranch FL

Use your tax forms to boost finances

Before you file away your 2016 tax forms, spend a few minutes to see how it can help plan your finances and taxes for 2017. Using tax forms, you quickly can..

By: Tom Roberts CFP®, MBA

Tags: Taxes, Financial Planning

Posted: 06/20/2017

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