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Financial Planning

The Seductive Lure of Meaningless Information

David Geller | Posted 03.31.2015 | Money
David Geller

I'll go out on a limb here and say we've all done it. We look up from our computer, iPad or iPhone, where we've just spent time on something that is really of no importance to us when we could have been engaging in a more meaningful activity. And that's my definition of wasted time.

3 Money Questions We Are Too Embarrassed To Ask

Credit.com | Posted 03.30.2015 | Money
Credit.com

Money troubles can be hard to discuss. The secret many don't seem to know is they are not as alone as they feel. Here are some questions people ask me -- and the ones I ask them in response.

5 Essential Steps For Tackling Your Income Taxes

Andrew Plepler | Posted 03.24.2015 | Business
Andrew Plepler

Here are five important tips to help take the mystery out of tax preparation. These recommendations and resources show how a little preparation and organization can help ease the worry at tax time.

3 Questions That Can Lead You To A Better Retirement

John Diehl | Posted 03.16.2015 | Money
John Diehl

How do we decide what percentage of our income to earmark for retirement? Undoubtedly we think about the bills we have to pay and the medical expenses we might incur. This is a solid start -- but how many of us are thinking about the lifestyle we hope to have and the unpredictable realities that we may face during our retirement?

4 Ways Viewing Yourself as Not Rich Can Harm You

David Geller | Posted 03.16.2015 | Money
David Geller

Are you rich? Pause for a moment and really consider the question. Does it make you feel uncomfortable to consider yourself rich? No matter how much money we have, most of us avoid classifying ourselves as rich.

I'm Retired So Now What Do I Do With My 401(k)?

PaladinRegistry.com | Posted 03.13.2015 | Money
PaladinRegistry.com

Financial Planning is not a one-time set it and forget it event, it's a process that must be reviewed for changes over time and adjusted.

The 10 Important Questions To Ask When Choosing A Checking Account

Andrew Plepler | Posted 03.12.2015 | Business
Andrew Plepler

When I opened my first checking account, I walked into my local bank branch with my paycheck and walked out with a fresh new checkbook and a feeling o...

How I Beat Quicken's Upgrade-or-Else Scheme

Jeff Fox | Posted 03.12.2015 | Technology
Jeff Fox

A few years ago, I began to question whether each new version's bells and whistles, many of which I didn't need, were worth the price. Then there were the changes Intuit had made to the program's user interface over the years that forced me to change my habits.

Money Isn't the Root of All Evil. It's Procrastination.

David A. Dedman | Posted 03.05.2015 | Money
David A. Dedman

Procrastination can kill you when it comes to saving. Putting off saving, investing or planning for the future can be detrimental to your financial health.

The 5 Toughest Challenges of Inherited Wealth

Myra Salzer | Posted 02.20.2015 | Money
Myra Salzer

If you are ever in a position to inherit a large sum of money... or if somehow you find out you are a "beneficiary" of a trust... would you know what ...

6 Common Myths About Financial Planning -- Busted

LearnVest | Posted 02.16.2015 | Money
LearnVest

A survey by Charles Schwab found that one in three people don't seek any outside input when it comes to managing their money. And, in large part, that could be due to some prevalent myths and misconceptions people have about using a financial adviser.

Getting Serious? Five Important Money Questions to Ask

Jason Alderman | Posted 02.12.2015 | Money
Jason Alderman

This Valentine's Day, consider thinking beyond the roses and candlelit dinners to a potential future of merged finances. If your relationship is heading that way, a discussion is essential before making the move.

7 Steps to Stay Financially Fit in 2015 and Beyond

Andrew Plepler | Posted 02.11.2015 | Business
Andrew Plepler

Any fitness guru will tell you that the key to maintaining your health and staying fit is maintaining healthy habits and making small lifestyle change...

Be Ready for a Financial Rainy Day

Credit Karma | Posted 03.29.2015 | Money
Credit Karma

We all know unforeseen things can happen, but not everyone is prepared to pay for these sudden costs. Make things easier on yourself and proactively prepare for surprise financial expenses.

The Hardships of Being Rich

David Geller | Posted 03.23.2015 | Money
David Geller

As a wealth manager, I deal with a lot of very wealthy people. Many of them will never have to work out of financial necessity, nor will their children or grandchildren. So they all must be happy all the time, right?

6 Surefire Tips to Save Money All Year Long

WiserAdvisor.com | Posted 03.22.2015 | Money
WiserAdvisor.com

Most of us know we should save more money than we're currently saving ... but that's easier said than done. If you feel like you're scrounging for change and can't figure out how to possibly save more, don't despair.

Your 12-Month Guide To Staying On The Right Financial Track In 2015

LearnVest | Posted 03.17.2015 | Money
LearnVest

Since we know it's all too easy for enthusiasm to wane over time, we've come up with 12 months of money motivation -- a calendar of simple to-dos that can help spark good financial habits, inject freshness into your routine, or give you an added push toward whatever goals you've set for yourself.

Goal Setting... Don't Make This One Mistake

Mike Branch, CFP | Posted 03.15.2015 | Business
Mike Branch, CFP

Before you set your goals for 2015, take a moment to recognize the success you had in 2014. Too often in life we get so focused on where we want to go in the future, that we fail to see how far we've come.

Divorce Confidential: Silver Linings in Divorce

Caroline Choi | Posted 03.11.2015 | Divorce
Caroline Choi

It's a new year and we can never predict what lies ahead, but there are definitely many adventures to be had for each and every one of you. If you're going through a divorce, there may be many challenges ahead, but regardless of the challenges, there is always a silver lining in every difficult circumstance.

4 Ways to Improve Your Business' Budget and Your Company's Performance

David Giannetto | Posted 03.09.2015 | Business
David Giannetto

These four tips will help take your budget, planning and forecasting process beyond the spreadsheet, improving the process itself while also embedding the proper cause and effect mindset within your people and processes that is critical to achieving better results.

Helping a Person Live Like They Were Dying

Don McNay | Posted 03.06.2015 | Business
Don McNay

Lori sought a medical solution to help her lose weight and the solution caused her body to die. I've been fortunate that my weight loss surgery has been a success in its first month and that maybe the medical world has found a solution that works for people like me. The attempt with diet pills was definitely not the answer.

My Favorite Posts From 2014

David A. Dedman | Posted 03.01.2015 | Money
David A. Dedman

I wrote quite a few articles this past year. Today I wanted to provide a list of my favorite posts of 2014. All of these are from my blog, The Diligen...

5 Financial Advice Givers You Need to Ignore

David A. Dedman | Posted 02.15.2015 | Money
David A. Dedman

Who did you turn to? Family, friends, online or your bank?

Your Money or Your Life

David Geller | Posted 02.11.2015 | Money
David Geller

I hope that my children will pass on our family values to my grandchildren who hopefully will pass it on to my great-grandchildren. I don't expect my great-grandchildren to remember my name. I do hope they understand the value of being an entrepreneur and living by our family values.

Year-End Tax Planning Ideas For Big Savings

Bill Ringham | Posted 02.08.2015 | Money
Bill Ringham

With less than a month left in the year, you can easily get a rough idea of how much you will owe in taxes for the 2014 tax year. If your anticipated tax bill is giving you sticker shock, there are a number of investment moves you can take between now and the end of the year to help reduce your tax liability for the 2014 tax year.