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5-Minute Fix: Getting Free Money From Your 401(k)

No time to spare?  Don’t worry.  The “5-Minute Fix” shows you how to have a big impact in your financial life with just a little time. If you are not putting enough money in your 401(k) to get the maximum employer match, you are absolutely leaving free money on the table. 29% of all workers do not contribute […]

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Will Your Portfolio Income Grow With You?

Everyone knows how low interest rates are right now.  That’s why we urge investors to look beyond government bonds and CDs if they need to earn a decent amount of income.  Here’s a dramatic illustration of how your income stream would have withered away if you chose to invest only in government bonds over the course of a […]

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Quote of the Week: Caregiving

“One-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent – a proportion that has more than tripled over the past 15 years.” AARP

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Secrets of Successful Retirees

Don’t take our word for it.  Take theirs. For the fifth consecutive year, Consumer Reports National Research Center polled over 20,000 readers to ask them what what they did right and wrong in preparing for retirement.   Boy, did they get an earful. We’re not surprised by the results.  In fact, they are right in line […]

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Mari to Speak at Women Advisors Forum on March 13

      We are pleased to announce that Mari Adam has been invited to participate on the “Demystifying Decumulation” panel at the Women Advisors Forum, scheduled for March 13, 2012 in Boca Raton, Florida.  The panel will focus on how, as Baby Boomers age, advisors are tasked with transforming their strategies and practices along with them. The […]

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Starting an Emergency Fund, and How Your Roth IRA Can Do Double-Duty

We recently worked with reporter Craig Guillot, a business and personal finance writer from New Orleans, on an article for Mint.com about starting an emergency fund.  You can check out the full article here.  In working with Craig on the article, we made the point about how a Roth IRA account can sometimes do “double […]

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Women and Retirement

 On average, women live longer than men, and need more money to last them through retirement.  That’s why women need to make more of an effort to save regularly.  Learn how South Florida women are teaching others how to budget and save so they can have a comfortable retirement in this February 10, 2012 article by Sun-Sentinel […]

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Quote of the Week: Definition of Risk

“Running out of money before you run out of life.” Roy Diliberto, veteran financial planner, Philadelphia PA  

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Quote of the Week: Saving for Retirement

“The amount you save for retirement is far more important than how you invest that money.   … But even the most brilliantly diversified portfolio isn’t going to get the job done if you’re not putting enough into it.”  Suze Orman, O, The Oprah Magazine, January 2012  

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Quote of the Week: Top Financial Blunder

“When asked to select their top financial blunder of 2011, approximately 1 out of 5 workers surveyed by Principal Financial Group said they did not save enough during the year. And 18 percent said increasing debt was their top mistake.” U.S. News & World Report, December 22, 2011

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