Monthly Archives: November 2013

529 Plans…The Gift They REALLY Need

If you are a grandparent, finding just the right gift for your grandchildren can often be quite the dilemma (We would argue that even parents have a hard time with gift giving ideas as their kids get older). It is … Continue reading

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Talking Financial Turkey This Thanksgiving

Thanksgiving means many different things for each of us. For some it is a time to reflect on the things in life that mean so much, while others relegate the holiday to a time of feasting and football.  As Thanksgiving … Continue reading

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Are You Part of The 1%?

When this point in the year rolls around, often, people wonder where the time has gone and start waxing sentimental (or depressed) about all the unmet goals and broken resolutions. Well, today is the day that you can make a … Continue reading

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The Clock is Ticking…Things to Consider for Year End

Perhaps your November 1st started something like this.  You poured a cup of coffee, turned on your computer and started to check email. Then you looked down at the desk calendar, and to your surprise another month had passed you … Continue reading

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Five Tips for Creating an Effective Retirement Plan

Planning for retirement can often be a time of great anticipation as well as great anxiety. Overwhelming uncertainties can creep into your plans and threaten to burst your balloon before it is even fully inflated.  The following five tips can … Continue reading

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