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What to Think about When Remodeling

Thursday, 26 January 2012 09:59 by Jacki When your current home isn’t fitting your needs anymore, the decision to move to a new home or to renovate your existing home is a difficult one. If you do decide to remodel, here are a few things to consider: [More]


Make college affordable by saving today

Thursday, 12 January 2012 22:22 by Jacki It may seem strange to think about saving for a college education when your child is very young, but there are two things you should consider: [More]


How to Choose your Financial Advisor

Wednesday, 21 December 2011 00:10 by Jacki It’s been said that some people spend more time on choosing an automobile to purchase than they do on selecting a financial advisor. If that observation has a ring of truth to it, it may be because people are familiar with the daily driving experience and the ease of determining one’s preferences. In contrast, financial management is a task that, for most people, involves decisions and considerations that they know little about. Similarly, they are ill equipped to assess the qualifications of those who seek to provide financial services. [More]


Keeping Important Documents Up-To-Date

Monday, 28 November 2011 20:39 by Jacki If you’ve taken steps to protect those who depend upon you – such as obtaining life insurance, writing a will, or developing a trust – give yourself a pat on the back. If you haven’t taken those steps, you should. Having a will and/or a trust helps to ensure that your hard-earned assets are distributed properly, and life insurance can help your spouse, children, and any other dependents meet their financial needs if you can’t. [More]


Calculating Your Retirement Needs

Wednesday, 26 October 2011 09:49 by Jacki Calculating a retirement savings goal is one of the most important steps investors can take to help determine if they are on pace to meet that goal. However, less than half of American workers have tried to figure out how much money they will need to accumulate for retirement, and the wide majority of these individuals admit that they either guessed or did their own calculations. What about you? [More]


Energy Efficiency Tax Credits

Tuesday, 20 September 2011 00:06 by Jacki If you are planning on fall home improvements, there are certain improvements that may qualify for tax credits. [More]


Should You Improve Your Own Home?

Tuesday, 30 August 2011 23:16 by Jacki Most of us love our homes, but there’s always something we’d like to change. Maybe it’s a new addition, renovating a kitchen, or simply giving a room a makeover. There are always two big stumbling blocks: what will it cost, and who is going to do the work? [More]

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Tax-Wise Giving

Sunday, 24 July 2011 14:58 by Jacki Generally speaking, Americans are a generous group. Once we meet our own financial needs, we start thinking about others who could benefit from what we’ve earned. [More]


Rent or Own in Retirement?

Monday, 20 June 2011 23:00 by Jacki Deciding whether to remain in your current home, downsize to a smaller home, rent, or move to a retirement community is a hard decision but one that will need to be made around retirement. Weighing the pros and cons of owning and renting will help you determine which is best for your situation. [More]


Choosing a Health Plan

Sunday, 15 May 2011 22:54 by Jacki A health plan is designed to protect you and your family from the known (and unknown to some level). Today health plans have become complex and difficult to understand. This makes choosing a health plan quite difficult, even when only a few options are available. [More]


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