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CEC Interview at AICPA Conference

Education Planning

Smart Ways to Use Your Bonus

If you’re expecting a bonus check from your employer this year, you may be tempted to blow it all on the latest iPhone or a bigger TV. But before you decide to splurge, first take a look at your overall financial picture to make sure you’re taking the best advantage of that extra cash:

The Only Metric of Success that Really Matters is the One We Ignore

By Jenny Anderson - March 12, 2019

On a blustery March day five years ago, I locked arms with my mother and walked into a church in Maplewood, New Jersey to bury my brother. Bagpipes played “Amazing Grace.” I remember shivering and worrying: that my dad would slip, my mom would collapse, and that I would botch the eulogy.

Easy Ways to Financial Health

We all have our own unique way of handling our finances. While some of us are natural born savers, others may have a hard time making it to the next paycheck. Fortunately, most of us fall somewhere in-between, putting away money at times, while making frivolous purchases at other times.

Eight Ways to Improve and Maintain a Good Credit Score

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job.  A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result from events entirely out of your control such as illness, disability, or from the loss of a job.

Start Saving for Retirement Today

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.

Are You Ready to Purchase Investment Property?

If you’re looking to diversify your investment portfolio, you may want to consider purchasing investment property. Depending on how hands-on you want to be, you may want to purchase real estate as a short-term investment; fixing up the property and then selling it immediately for profit.

Retirement Income Recipe

Retirement Income Recipe

By Jeffrey R. Karp, CLU®, ChFC®, CASL®

One of the “early in life” messages we get from our parents- Get a job if you want to be able to buy things.  They did not call it an income stream but that is really what it was.  This single message formed the connection between a job and spending, which continued throughout our working career.  Some people can be driven off this message by life events like a temporary job loss or a need to care for family/friend, but there is never a question about the goal for re-employment.  The reliability of a paycheck keeps the focus on accumulating wealth not on the fear of income flow. 

Estate Planning Review

Whitepaper: Estate Planning Review

Written By: Daniel A.

Market Update - March 19, 2019

For the week ended March 15th, U.S.

Top 15 Money Management Tips

We all have our own unique relationship with money. We certainly have our own unique way of both spending and saving money.

However, if you’re ready to start putting some money aside, or looking for tips on money management, or even the best way to pay your bills, the following tips may provide a little bit of help: 

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