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By Alexander Moschina In Monday’s issue, Alex Green wrote about the devastating effect the media can have on your investment portfolio. The media, he argued, “makes modern life appear to be one tragic and depressing slog.” And that negativity can eat away at your ability to make smart financial decisions. The good news? You can […]

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By Megan Elliott You got your sense of humor from your mom and your good looks from your dad, but you may have inherited something else from your parents – your problems with money. Bad financial habits often run in the family, as parents pass along their attitudes about debt, saving, and spending to their […]

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Boone County Journal: Dad Never Met an Uber

Published on 18 May 2016 by | Category: News, Updates

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By Bruce Wallace It can be fun to spend money. But keeping track of what that cash is buying and where you are spending it? Not so much. And if you’re reading this and just sent a kiddo to prom and/or graduation, I feel your pain. If you’re reading this and have a kid in […]

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By Veronica Dagher Tracking expenses is key in making decisions about retirement timing, launching a new business or making a big purchase. It can be fun to spend money. Tracking how much you’re spending? Not so much. “If I go out with friends, I don’t want to sit there with a notebook and write down […]

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By Cameron Hiddleston Pop quiz: Which of the following statements is true? Rich people are greedy. Money corrupts people. People get rich by taking advantage of others. Good people should not care about money. All of the above. If you agree with any of those beliefs, you might be hurting your chances of becoming wealthy […]

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Clarion Ledger: Moak – Do you lose sleep over money?

Published on 22 April 2016 by | Category: News, Updates

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By Bill Moak ​Most of us have been there. Long nights spent tossing and turning, wondering where you were going to get the money to pay the bills coming due. For most people, running out of money is one of their deepest fears. According to Chapman University’s annual Fear Survey, the fear of running out […]

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The Atlantic: The Secret Shame of Middle-Class Americans

Published on 19 April 2016 by | Category: News, Updates

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By Neal Gabler Nearly half of Americans would have trouble finding $400 to pay for an emergency. I’m one of them. Since 2013, the federal reserve board has conducted a survey to “monitor the financial and economic status of American consumers.” Most of the data in the latest survey, frankly, are less than earth-shattering: 49 […]

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Time Record News: Work hard, but play harder

Published on 25 March 2016 by | Category: News, Updates

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By Ted Buss A moving little story caught my eye the other day and it went like this: Henry worked 70 hours a week. He loved his job and brought home a sizable paycheck to provide things for his family. He had plans to slow down, but he never did. One day he came home […]

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By Murray Coleman In the past year, advisor Mark Balasa has been investigating how best to incorporate robo technologies into his practice. But despite early optimism that such automated portfolio tools could give him ways to economically serve more Millennials, he’s wary of jumping into the field too early. “As it stands now, there’s still […]

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CBS News: 7 Money Habits That Annoy Your Spouse

Published on 25 February 2016 by | Category: News, Updates

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By Cameron Huddleston Your spouse likely has a few money habits that annoy you. And there are probably a few things about the way you handle finances that get on your spouse’s nerves. Unfortunately, these annoyances can lead to major conflicts. “These issues can be very corrosive and can destroy relationships,” said Brad Klontz, a […]

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