Estate Planning 2

Kids are Smart! Teach them Early!

Financial Education for Children. Have you started educating your children about financial basics? It is always best to start at a young age, but it is never too late. At a young age, our children are able to understand what money is and how it is used through observing us. Here are some key basics […]

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ira-vs-401k

5 Things You Can DO With an IRA That You Can’t With a 401 (k)

All retirement plans are not alike. Many individuals leave their 401(k) plans with the employer sponsor long after they aren’t working in that job any longer. Quite often I meet with clients who have four or five 401(k) plans at different employers. These are hard to keep up with and many times the plans are limited in the investment […]

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Credit Card Capture

Credit Cards: Is It Time To Bring Them Out To Play or Keep Them In For A Rainy Day?

Credit Cards are the cherries conveniently placed on top of our ever-growing loans.   Credit cards are not cash. They are a loan that must be repaid. Managing credit is a Smart Financial Strategy For Life! Credit cards are a fact of life and they are not going away by themselves anytime soon. Since the […]

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availability-bias

Behavioral Finance: Availability Bias

Any financial decision we make is based on our behaviors. It is important to understand how our behaviors can translate to and impact our financial future. As an everyday investor it is important to understand availability bias. Understanding these concepts and their possible impacts on our financial decisions is an important Financial Strategy For Life!   The link(s) […]

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Even New Graduates Need Financial Tips!

Personal Finance Tips for New Graduates You’ve marched along to Pomp and Circumstance and collected your diploma–now you’re ready to finally head out on your own. Maybe you have student loans that you need to start paying back. Perhaps you’re looking forward to making your first car purchase or starting a new job. Whatever your […]

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financially fit 2

Get $ Fit Challenge- May

New Grad?  Kids still in College?  Control that debt! You’d probably agree that too much debt is not a good thing.  When you are young, carrying too much debt can create a precedent one spends many years, or a lifetime trying to pay off.  Debt can be a dark cloud hanging over your life, particularly […]

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6 Topics To Discuss With A New Graduate

A word to new college grads from the #LKNMoneyMaven! Now that the summer is over and many college grads are settling into their jobs, they face new financial realities. High student debt, little savings, and a short credit history. OH MY!  Does this sound like you? Here are six topics I often discuss with a […]

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home rudct

What’s The Difference Between Rate Reductions Vs. Price Reductions?

I recently received a short excerpt from Brad Roche a business friend and client of mine, and I thought it was worth sharing. ~ Sara Rate Vs. Price Reductions Everyone wants to get the best deal when buying a home. However, for potential buyers who are waiting to see if home prices come down a little […]

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Behavioral Finance: Home Country Bias

How does your home country bias relate to you as an investor?  Do you think it does at all? Find out in the behavioral finance video below from Franklin Templeton. Knowing how home country bias can influence you as an investor is an important Financial Strategy for Life!   International investing involves additional risks including risks associated […]

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Get $ Fit Challenge- April 2016

April is Financial Literacy Month! This month is dedicated to helping you understand important concepts in the financial industry and see the big picture! Seeing the big picture is a bit like playing Monopoly. Here’s why: You have this allotted amount of money that you need to invest wisely (in real life you invest in […]

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