Are You Watching The Ball Drop This New Year?
Every December 31 millions of people watch the crystal ball drop at Dick Clark’s New Year’s Rockin’ Eve bash in New York City’s Times Square. At the stroke of midnight, spectators greet one another and...
View ArticleHow well are you managing your finances?
What grade would you give yourself on managing your personal finances? Take two minutes and answer the questions on this Financial Fitness Quiz. Compare your self-assessment with the quiz results. Your...
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Kiss-and-Tell: Finances for Soon-to-be Newlyweds
Love is in the air. Prince William and Kate Middleton officially inaugurated the 2011 spring wedding season with their elaborate royal wedding. A worldwide audience witnessed the blushing bride and...
View ArticleFinancial Planning: Do Ask, Do Tell
Time, talent, and treasure are “3 Ts” that hold great value for clients as suggested by Lazetta Rainey Braxton in “Financial Planning: Do Ask, Do Tell” (Journal of Financial Planning, December 2012)....
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Getting to the Heart of Financial Matters
I recently participated in a 5k race. At the finish line, a volunteer greeted me and asked, “How did you do?” Sheepishly, I responded, “I’ll try to shave off more time next year.” With a smile, he...
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Financial planning: Not just for uber-rich
What happens when your profile doesn’t match society’s views about success? Just ask Seattle Seahawks quarterback Russell Wilson, whose father encouraged him to challenge football norms and...
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The Tough Talk Worth Having With Your Parents
Do you find yourself in the Sandwich Generation, squeezed by dependent children on one side and caring for your parents, financially and otherwise, on the other? Now, at the middle of the calendar...
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Why My Grandparents’ Home Got Torn Down
My family loves get-togethers—we find any reason to gather and eat. We credit this wonderful trait to my grandparents. They were gracious hosts with amazing culinary skills. Their home, built with my...
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