Financial Planning

Three Ways to Escape the Comparison Trap

Does this scenario ring a bell? You have an old friend from college, or maybe a sibling. They’re well off financially—and their luxurious lifestyle—house, cars, vacations, hobbies, etc.—screams it. Next to them, your income is meager, and your lifestyle is decidedly middle class. You try not to compare, but it’s tough not to notice all […]

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About Those Great “Rewards” Cards

With inflation lingering like a chronic cold, everyone is looking for ways to stretch their dollars.  Credit card companies know this. That’s why we constantly get all those offers for “rewards cards.” Use card X and get airline points…card Y and get “free” hotel stays…card Z and get cash back. You’d be nuts not to

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Preparation Beats the Quest for Perfection

You probably have a friend who thinks about money and investments all the time.  (Or, perhaps, YOU are that friend.) You know the type: Always monitoring the markets. Constantly trying to identify the hottest mutual fund. Relentlessly keeping one eye on CNBC or Fox Business. For some, this hyper-focus on money is thrilling, almost addictive.

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Pessimistic, Optimistic, or Realistic?

Someone recently said to me, “Your columns and emails haven’t been very upbeat lately. You turning pessimistic on us?” Me, pessimistic? Never! The word “pessimism” comes from a Latin root meaning “worst.” Seeing things in the “worst” possible light doesn’t do anyone any good.  The mantra for pessimists is “Why even try? Nothing ever works

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Three Things Your Adults Kids Want to Say to You

Many adult children tell me: “My parents desperately need to do some estate planning. However, because we’ve never talked much about financial matters in our family, I don’t know how to urge them to take action.” I have heard this sentiment often. So frequently, I want to take this opportunity to speak to older moms

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4 Ways to Respond to America’s Economic Situation

Last time we looked at three economic problems that loom large on our nation’s horizon: debt, demographics, and decisions. Lured by the economic steroid of borrowed money, we’ve accumulated debt as if we’d never have to re-pay the proverbial piper (i.e., the bank).  Politically, Social Security is known as the “third rail” of politics. The

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