What does free stock trading mean to you?

There has been a lot in the news recently about major investment brokerage firms eliminating trading fees. In the past, buying and selling stocks could be expensive – as much as $50 in commission fees to trade. Now, most of the major brokerage firms are advertising commission-free online trading for U.S stocks, exchange-traded funds (ETFs), […]

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8 tips for tuning out financial planning noise, tuning in solid retirement advice

Media outlets are full of daily investing “advice” in the indistinguishable form of facts, opinions and even advertisement of financial products. Unfortunately, this “advice” often seems so convincing that investors feel the urge to take impulsive action. Often, these actions lead to costly investment mistakes. Here are a few tips to help keep your investment […]

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Tips for preparing for a successful retirement

If you are within 20 years of retiring, now is the time to start planning so that you can make more informed decisions about your future and be financially and emotionally prepared for one of life’s biggest transitions. Though individual situations vary, these basic recommendations should be considered by anyone preparing for retirement. The sooner […]

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Is Your Homeowner’s Policy Adequate Today?

What is the biggest financial risk you face? People often think of their investment portfolio or 401(k), but your biggest asset may be the equity you have in your home. The catastrophic fires and devastating losses the past few years have refocused homeowners on insurance. Through my personal experience of losing my home in the […]

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Here are the realities of sustainable investing as a wealth strategy

The rising interest in sustainability-driven investing is a recent phenomenon. After all, who wouldn’t want to invest, earn potentially great returns over the long-run, and promote a worthy cause? But is it too good to be true? Understandably, many investors have doubts and questions. For those who feel passionately about promoting green initiatives and environmentally […]

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Your Best Money Moves for 2019

What can you do in 2019 to get ahead financially? These five smart money moves will put you on the fast track to strengthen your financial profile. Try any of these best practices or take on the entire list. Either way, you’ll be that much ahead when 2020 rolls around. Review those plans! A fresh […]

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Teach your children how to handle their own finances

California gets an “F when it comes to preparing our children for the real world of money,” says a recent report by the Champlain College Center for Financial Literacy. The center graded every state on their efforts to produce financially literate high school graduates, and California scored close to the bottom. There’s just no effort […]

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Ignoring Daily Market News Will Improve Your Financial Health

“Blood bath,” “Sell off,” “Spooked investors,” “Wild session,” “Stocks plunge,” “Crazy market swings.” These are just a few of the sensational phrases the financial media used last year to describe stock market activity. As a certified financial planning practitioner for over 20 years, I would argue that when the media reports hourly (or even daily) […]

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