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How do I steer my college grad onto the right financial path

How do I steer my college grad onto the right financial path

How do we do that? The answer is: making sure our sons and daughters have been educated on key financial topics.

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Time for a Medicare Check-Up

Time for a Medicare Check-Up

The article "Now is the time for an annual Medicare check-up" from Goodcare.com provides a valuable reminder to take advantage of the upcoming open enrollment period for Medicare. The temptation with all insurance is to “set it and forget it”.  With medical insurance, it is especially important to adjust your health insurance as your health evolves.  The upcoming enrollment period which opens on October 15 is a great opportunity to review your coverage.  Those of you who haven’t reached age 65 aren’t off the hook for this.  Many of your employers also have open enrollment periods approaching before the end of the year so a review of your coverage is also a good idea.  As always, please let us know how we can help.

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Couples and Money: Conflict and Resolution

Couples and Money: Conflict and Resolution

You want to be a team when it comes to your money...but you're not. Here's why  and what you can do.

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No Social Security COLA could mean increased Medicare premiums

No Social Security COLA could mean increased Medicare premiums

The absence of significant inflation, driven by gas prices which are substantially lower than a year ago, means bad news in 2016 for those who receive Social Security benefits - there will be no cost-of-living adjustment, or COLA.  In an unintended consequence, Medicare premiums could also rise for many. 

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What Can You Control?

What Can You Control?

Theoretically, the best investor is the one with a crystal ball – one who can see the future and capitalize on it.  In the absence of such a magical device, smart investors focus on what they can control to gain an advantage over other investors.

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Renting Out a Second Home

Renting Out a Second Home

Considering renting your second home for income?  Make sure you give it sufficient thought and discuss with your financial advisor...

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Success is Controlling How You Spend Your Time

Success is Controlling How You Spend Your Time
This article was written by Venture Capitalist Peter Cohan based on advice given to one of his Babson College students.
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Tax Savvy Investing

Tax Savvy Investing

The value added through efficient tax management of investments.

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Cost of a College Education

Cost of a College Education

Updated figures on the cost of a college education.

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Qualified Small Business Stock: An Often Overlooked Tax Windfall

Qualified Small Business Stock: An Often Overlooked Tax Windfall

Learn about one of the best breaks around...qualified small business stock (QSBS).

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The Moral Bucket List

The Moral Bucket List

What does life look like when you stop focusing so much on achievement and spend more time working on your morality and inner character?

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How To Ensure Your Aging Parents Safety When Driving

How To Ensure Your Aging Parents Safety When Driving

It is estimated that by the year 2030, there will be 58.9 million people in the U.S. over the age of 65—and many of these individuals will still be drivers.

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Rethinking Money, Not as Good or Bad but as a Tool

Rethinking Money, Not as Good or Bad but as a Tool

Almost everything we’re taught about money is: saving good, spending bad. But what if it's neither...

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Retirement Plan Contribution Limits for 2015

Retirement Plan Contribution Limits for 2015

Contribution limits for employees in 401(k), 403(b), most 457 plans and the federal government’s Thrift Savings Plan will increase from $17,500 to $18,000 next year, the IRS announced Thursday.

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I've Been Good, I Deserve It: Moral Licensing and Impact on Financial Behavior

I've Been Good, I Deserve It: Moral Licensing and Impact on Financial Behavior

Interesting thoughts on moral licensing and how it can impact financial behavior. Perhaps we’d all be better served by being a little more mindful…

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Digital Asset Protection

Digital Asset Protection

Traditionally, we've focused on your physical and financial assets.  However, these aren’t the only assets that need attention – you should also think about protecting your digital assets.  

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Age My Face: Strategies to Increase Savings, Change Behavior

Age My Face: Strategies to Increase Savings, Change Behavior

Did you know that looking at a picture of yourself ten to twenty years down the road might help you to be a better saver?

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