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Even Celebrities Get Told To Stop Spending Money

See if this makes you feel better about sticking to a budget. Even celebrities get told to stop spending money, says celebrity accountant Kristin Lee, who manages the finances of top entertainers, athletes and musicians. Here’s some of her insider tips for helping her rich and creative clients stay on top of their financial game: […]

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Are Good Times Going To Your Head (And Wallet?)

Economists say some people may be letting good times in the stock market go to their head, and their wallet. U.S. savings rates have recently dropped to a 12-year low, as Americans make record withdrawals from their investment and 401(k) accounts. Where is the money going? It’s being used to pay for everything from kitchen […]

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Money Lessons From The Super Bowl

Making it to the Super Bowl can mean big bucks in bonuses for players. Here’s what one wise financial planner who works with young athletes tells his players: look at bonuses not as extra spending money, but as way to boost your investment balances or pay down debt accumulated in the early part of your […]

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Forget The Wedding Planner: Why Couples Should Hire A Financial Planner First

With more couples marrying later, and bringing debt, assets and entrenched money habits into the marriage, talking to a financial planner before tying the knot is much more important than picking out the right china pattern. It’s not just a question of who pays the bills, and whether to open a joint account.  It extends […]

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Wanna Be A Millionaire? Here’s What You Need To Do

What’s the secret to becoming a millionaire? Self-made millionaires clearly know how to make money, and more importantly, most know how to save it and make it grow. That’s how they accumulate wealth. Certified Financial Planner Thomas Corley spent five years researching and talking with 177 self-made millionaires for his book Rich Habits: The Daily Success […]

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beverly hills lifestyle

Quote Of The Week: Want To Make A Million? Beware Lifestyle Creep

Love this quote from financial writer Sandy Block. It helps explains why the biggest earners we work with aren’t necessarily those with the biggest portfolios… “One of the biggest barriers to reaching the $1 million milestone isn’t a stock market meltdown or even a brief period of unemployment. It’s something financial planners call lifestyle creep – […]

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Aye Matey! Too Much Real Estate Sinks Pirate Johnny Depp’s Ship

The new “Pirates of the Caribbean” movie installment just opened in the theaters, and let’s hope it generates a treasure chest of gold for star Johnny Depp. He needs it, or else he may be forced to walk the plank by lenders and tax collectors at the IRS. How on earth did Depp get himself into […]

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Cheat Sheet: When Is It OK To Help Out The Kids?

No need to be ashamed. We know that parents often get roped into paying a bill or two for their grown-up kids. (Full confession: I’ve paid more than my share!). In fact, more than half of parents surveyed admit to having helped out the kids financially within the last 12 months. But there’s nothing more agonizing […]

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Hey, Girlfriends … Time To Celebrate!

Forget the staycation. If you’re female and over 40, you know the best thing around is the girlfriend getaway. It’s all about celebrating – often far, far away – with those near and dear to you. Sometimes it’s as simple as meeting up for dinner in your hometown or spending the weekend at a beach hotel to celebrate a […]

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We're The Millers No Ragrets

“No Ragrets” – What’s On Americans’ Top 5 Financial Do-Over List

Scotty P of “We’re the Millers” may disagree, but when it comes to money, most Americans say they would do things differently if only given the chance. Here are their top 5 financial regrets that they would pick for a “do-over”: 1). Not saving for retirement early enough 2). Not saving enough for emergencies 3). Taking on […]

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