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What's a Fiscal Cliff?

The fiscal choice: Cliff, ledge or ladder

The fiscal choice:  Cliff, ledge or ladder A free white paper for your review Dr. David Kelly is a well-known and well respected economist with J.P. Morgan Asset Management.    One thing I’ve always appreciated about him is that he speaks so lay people can understand him.  As you may know, economists are not known for […]

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Green Line 2

Have You Watched TV Lately?

Marketing geniuses would have you believe that there is magic in retirement if you just stay on the green line. Or that all you have to do is figure out what your number is. If it’s so out of reach it might as well be a $Gazillion. Then you could just randomly throw money at […]

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Olympic Behaviors

Olympic Behaviors

What’s your medal in? What are you working toward?    By the time you read this the 2012 Olympic events will be well on their way to entries in the history books.  We will be relishing thrilling victories and agonizing defeats.  Past champions limelight will be lavished on new individuals.  Personally I’m rooting for Michael […]

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Are You a Family Steward?

Years ago I was doing some research on the different types of investors. I came across a type known as The Family Steward. This has always struck me as odd. I thought to myself isn’t everyone a family steward? I guess the answer is no. Who knew? What does it mean to be a family […]

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Wedding Rings

Yours, Mine & Ours: Ten Tips for Talking to Your Partner About Money

This can be one of the most difficult of all unions but it doesn’t have to be. Since I started thinking about writing this blog I seem to keep having a recurring thought…If I had only known. This is true on so many levels that I toyed with the idea of making that the name […]

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Monopoly Money

Raising Financially Savvy Kids

During the 1990s it may have seemed like money grew on trees. We had a robust market where investment portfolios grew significantly and a lot of people used their home equity as a line of credit. In the last 10 years this has changed. Just as it’s important to talk to your aging parents about […]

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Keys

Your Aging Parents and Money

It’s important to create an open and honest dialogue with our aging parents about their financial situation, their desires and their concerns – before it’s too late; before an illness such as dementia makes this impossible. There are a lot of uncertainties when it comes to the aging process. It’s a source of angst for […]

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Family Dinner Table

All in the Family

Why is it that communicating with those we love the most can often be so difficult? Talking with our spouses, our parents and our kids about money can be difficult for any number of reasons. More often than not it evokes unpleasant memories from childhood. Most of us have been taught that it is not […]

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Independence Day

INDEPENDENCE DAY  This week marks another Independence Day. In reflecting on what this means to me I am always brought back to the mighty men and women serving in our armed forces both now and in the past. I am eternally grateful to them for putting themselves in harm’s way so that I may enjoy […]

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A Plan is a Prayer on Steroids

A Plan is a Prayer on Steroids Has this ever happened to you? I was heading out on a walk this weekend and something inspired me. When I walk I usually like solitude to give my thoughts time to gel. Something told me to grab my IPod and listen to a podcast instead of my […]

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