USA Today: "Do you have 'financial adviser anxiety'?"

Published on 22 February 2014 by | Category: News, Updates

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By Robert Powell Are you anxious about going to a financial adviser? Join the crowd. Many Americans — as well as citizens from other countries — are embarrassed to seek the help of a financial adviser. “It’s virtually universal that people hesitate about sharing intimate information with others,” says Ed Jacobson, a consultant based in […]

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My Judgmental Self

Published on 26 January 2014 by | Category: New Blog Posts, Updates

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I was on a 3-week trip recently and ended up having to interact with a lady who tended to drive me nuts.  She was loud, discourteous, self-centered, interrupted people, acted entitled, and half a dozen other irritating behaviors.  After a while, her mere presence, irritated me.  I have also been one to judge negatively and […]

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By Vanessa Tai Even as you start making your resolutions for the new year, it’s worthwhile to take a good, hard look at your finances as well. No matter what your economic background is, it’s undeniable that money plays an integral part in each of our lives. And very often, the state of our finances […]

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by Scott Spann The holidays present numerous financial challenges, not to mention the positive and negative stress associated with spending some quality time with friends and family. (Insert your own mental image of Cousin Eddie from Christmas Vacation here.) Generosity is a wonderful characteristic to possess, but if left without monitoring, it can lead to […]

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By Carolyn Bigda Sitting around the kitchen table this time of year, you may hear plenty of advice about what you should do with your money: Buy this or that stock. Invest in real estate. Spend a cash gift on something nice. But even if the opinions are unsolicited, research shows we may be more […]

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Forbes: "Would You Rather Have More Time Or More Money?"

Published on 20 December 2013 by | Category: News, Updates

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By Colleen Oakley Should you cave and hire the cleaning lady or buck up and do it yourself? And would the money you spend be worth the hours spent not dusting? How about picking up holiday goodies from your favorite bakery vs. setting aside a weekend afternoon to make your family’s sugar cookies? Every day […]

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Kiplinger: "The Family Money Talk You Must Have"

Published on 01 November 2013 by | Category: News, Updates

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Your adult kids should know about your finances—and what they can expect. By Jessica L. Anderson Talking to your adult kids about your finances and how you plan to divvy up your money after your death may be one of the most important conversations you’ll ever have. It gives you the chance to tell the […]

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The Day Visitors

Published on 01 October 2013 by | Category: New Blog Posts, Updates

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I was shocked when a friend of mine in an amazing matter-of fact tone, told me that she had recently been assaulted by three men as she was getting out of her car one evening after work. At one point, one of the men pulled out a gun and pointed it at her. She saw […]

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Prejudice/Bias/Opinions and Advice

Published on 15 September 2013 by | Category: New Blog Posts, Updates

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Even for me, I was early. The joke among those who know me is that there are the standard time zones, and then there is the “Ted-Time” zone, which means early…… German heritage early, I guess. I always try, for example, to be at the airport at least two hours before my flight. On this […]

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By Liz Skinner Despite more cash than ever, scarred investors making ‘irrational’ and ‘emotional’ decisions Five years ago, as Lehman Brothers Holdings Inc. was allowed to fail and Merrill Lynch & Co. Inc. sold its 17,000 brokers to Bank of America Corp. to avoid its demise, financial advisers quickly realized the country wasn’t facing just […]

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