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From my desk…

… with love,

~Sarah

Say “Yes” Instead

I have trouble saying "no".  And I know I’m not alone in that boat! (Right?)   Many of us have trouble saying "no". And while we may be very aware of that and are working to change. The mere thought of having to say "no" for fear of disappointing someone or missing...

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Can Money Really Buy Happiness?

Good question.  Can money really buy happiness? My automatic response used to be, of course not.  Happiness can't be bought! Then I'd think about it again.  I suppose money can provide opportunities that lead to happiness. Not to mention that if you look around it...

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Are You Exercising Financial Self-Care?

We often think of self-care in the fields of health, nutrition, fitness, emotional, spiritual, and mental health but not often do we relate the idea of self-care to our personal financial lives.  Perhaps, it’s time for that to change.  Instead of neglecting and...

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Share Your Retirement Story With Me

As traditional pensions decline and other retirement expenses, such as health care, increase, affording retirement has become an even greater challenge.  My work as a financial planner used to be running analysis to best optimize retirement income and improve...

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Cure Your Holiday Spending Hangover With These 2 Steps!

Christmas is over.  The hustle and bustle has finally come to an end.   The zillions of parties, events and obligations have finally stopped overcrowding your schedule.  And now the dreaded task of putting all the decorations away is staring you in the face. Not to...

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My Thoughts On Our Top 5 Money Concerns

In a recent USA Today article Top 5 money problems Americans face cited that “living for today”, “ensuring a comfortable lifestyle”, “accumulating too much debt”, and “making poor purchasing and investment decisions” topped the list of financial concerns for survey...

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Help Your Young Adult Become Financially Independent

If you are like Jeff and I, you may find yourselves occasionally (or maybe a little more than occasionally) concerned with whether or not your kids are making good financial decisions.  Are they paying their bills on time?  Are they using credit wisely?  Do they know...

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Better Grab An Umbrella

On the second day of our Disney trip, Jeff and I were headed to Epcot.  It was looking a bit rainy.  Sure enough my weather app confirmed a steady forecast of rain for the day.  On the shuttle ride over, I told Jeff that I thought we ought to grab an umbrella before...

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Life Insurance: How Much Is Enough?

It’s one of the first questions that comes to mind for me when I hear of someone dying prematurely.  Did they have life insurance?  Was it enough?  These questions are all fresh in my mind especially, with the recent death my husband’s uncle.  He died as a result of a...

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Structuring Your Estate Plan

Once you have a general idea of how you’d like your assets to be handled upon your death; it’s time to put it in writing.  I recommend hiring an attorney who can draw up all of the legal documents for you.  Yes, you could use a site like Legal Zoom, but I recommend...

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Helpful Considerations In Naming A Guardian

If you are a parent of a minor child, this is probably the hardest question for you to answer.  Who will you name as guardian for your children if you should die? Like me, it may be the reason you’ve held off on updating your will.  As I mentioned in my previous post,...

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Finally Ready to Face Estate Planning

Jeff and I are going to Disney!  A much needed little trip for just the two of us.   This also means I am finally dealing with a task I’ve put off for far too long, our estate plan!  Although, it’s unlikely that we both would die prematurely and even more unlikely...

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