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October 13, 2014
Year-end retirement planning strategies
October marks the start of the fourth quarter: the perfect time to think about year-end planning strategies and tactics that can help save or make a buck or two. Though not an exhaustive list, here’s what experts say you should consider or do now. Put your financial house in order The last quarter of the year is a great time to review how much money you’ve spent during the past 12 months or to otherwise create a plan to track your annual expenses for the coming year, said Randy Bruns, a certified financial planner with HighPoint Planning Partners. “Understanding your annual expenses is crucial for calculating how much should be set aside in savings in the case of a job loss, how much term life is needed to protect your family should you die, and ... to help calculate a target nest egg.” Consider purchasing Quicken or using free online tools such as Mint.com.
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October 13, 2014
8 Things You Must Do Before You Retire
Getting ready to retire? The moves you make in the months before you call it quits can smooth the way to a secure future. After working diligently for more than 30 years—so you could set yourself up financially for your golden years—the glow of retirement is finally on the horizon. Alas, it’s not time to relax just yet. More Thunderstorms, Hail, Floods: Millions Face Severe Weather NBC NewsKurds 'Holding Off' ISIS Militants in Syria Border City NBC NewsMost Nurses Don't Feel Ready to Fight Ebola, Survey Shows NBC NewsElloa Atkinson: I Love My Husband, But Here's Why I Want to Cheat Huffington Post11-Year-Old Sensation Taylor Hatala Kills It With 'All About That Bass' Dance Huffington Post Each day more than 10,000 baby boomers enter retirement. Yet only around one-quarter of workers 55 and older say they’re doing a good job preparing for the next phase, according to the Employee Benefit Research Institute. The last 12 months before you call it a career is especially critical to putting your retirement on a prosperous path. It’s time to get your portfolio, health care, and other finances in order so you can enjoy your new life.
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July 15, 2014
Getting Your Share:
Taking Control of Your Finances

When women have knowledge about their individual or families financial assets, it empowers them to manage personal finances in the event of death, divorce or other difficult times. It is important for women to develop a healthy relationship with their money. Our financial lives (mortgage payments, credit card debts, emergency savings fund, monthly budget, etc) should be a comfortable part of whom we are as women.
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May 15, 2014
Getting Your Share:
Where There's a Will There's a Way

Do you have a will? Is it current? You would be surprised at the number of people who don't have one. Of course, part of this can be explained by the fact that people do not like to think about death - especially their own. So they put off preparing a will, and put it off, and put it off.
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March 1, 2014
Getting Your Share:
"It's 2014 - Get Organized!"

In my divorce practice, I often tell clients one way to get started on a healthy divorce path is to get organized. Clients need to review their expenses, their budget, financial structure, life insurance, health insurance, and what type of financial support they will need for their children and themselves. But getting organized applies everywhere in life, so here are some of my suggestions.
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