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Why Do I Need A Plan?
A few years ago, we bought a travel trailer to replace our pop-up camper since we spend a fair amount of time traveling in every season. Whether it’s driving to the KOA in the mountains or a local...
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If It Sounds Too Good to be True
I grew up in a big textile area of the country. I saw many families who worked in the mills all their lives and then retired with a company sponsored pension and their social security to maintain them...
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Things I Learned Last Week
You might think that financial conferences are about as dry as the Sahara desert. Old guys wearing suits and ties standing around fake laughing at stale jokes are often the norm. Most of the time, you...
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Affording Your Expensive Hobby
Hobbies are the creative things we do that make life enjoyable. My hobbies are simple: reading, cross stitch and crafts. My husband, however, has more complex hobbies. He is a great photographer,...
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Spine Chilling Tricks and Treats
As a child, I always loved Halloween. The idea of getting dressed up and trick or treating for candy at the local recreation center was something I looked forward to every year. Even now, I still get...
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Shock and Awe: What the 2016 Presidential Election Means for Your Money
Hooray! Election season is over and the political ads have finally been put to rest. For me, that means no more mud-slinging unless the boys get into the garden. Now that we know who will be serving...
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Eat at Home: Without Breaking the Bank (or Spending All Day in the Kitchen)
ppllc_monthly_dinner_menu_2016.pdfGrowing up as one of four siblings, my parents didn’t have a lot of money to go around. That meant we rarely ever went out to eat. In fact, we often ate the same...
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Think Outside of the Box: Give an Unusual Gift This Holiday Season
Let me just say, even with all the activity and stress, I love the month of December! It’s something about the cold weather and time spent with family and friends that just warms my heart. Not only...
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Clean Your Room: 4 Reasons to Get Your Financial House in Order
We’re only one week into 2017 and, if you’re anything like me, you’ve already grown tired of the New Year’s Resolution blog posts and social media overshares. While I’m not against the “New Year, New...
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Passing the Retirement Exam
As parents, when our kids are young, we know everything. Or, at least they think we do. It wasn’t but a few years ago that I remember being bombarded with ‘mom questions’ to which -- nine times out of...
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Raising Adults: Graduating into Financial Responsibility
Over the weekend, I finally got around to reading some of the articles that I’d been saving throughout the past few weeks. As pedestrian as it may sound, this was a real feat considering my life has...
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Cut it out!
Valentine’s Day! A time for hearts, roses and overspending. Yes, you read that right -- overspending! Everyone wants to show their sweetie how much they care, but many times that outward expression...
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It's Tax Time: Do You Know What An Enrolled Agent Can Do For You?
Every industry has an alphabet soup of credentials that follow professional’s names, and the financial/tax industry is no exception. Chances are, you’re probably familiar with some of the more...
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Get a Grip on Your Paycheck: Managing Your Allowance
Do you remember getting an allowance as a kid? I certainly do! My siblings and I would all wait with Christmas-like anticipation for Sunday evening as this was my Dad’s preferred time to dole out the...
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Wait 'til Your Father Gets Home
In a typical family, every member has a distinct role. If mom is the nucleus of a family, dad is the musculo-skeletal system. Dads are all about practicality and getting things done. They are the...
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Understanding Investment Strategies
Think about this: We plan for birthdays, holidays, and even vacations; but we don't give nearly as much consideration to one of the most plan-required tasks of all: Investing. Trying to invest your...
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Investment Management (And Why You Need It)
We were so excited when we bought our first house! It was a place to call our own. A place for our future children and an asset that we could improve upon with paint and some yard work.Fast forward...
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Where the Hell is My Money?
One of the most onerous tasks in all of finance is the dreaded brokerage account transfer. In fact, it is consistently at or near the top of the most common complaints fielded by the Financial...
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It Could Be Worse...
Have you ever had a day when, from the moment you wake up to the time you lay down for bed, everything just seems to be off? Kinda like the planet is conspiring against you in hopes that you’ll have...
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Long-Term Care vs. Critical Illness Insurance: What You Need to Know
Many of you know that my Dad was on Hospice care for six years before he died. He had COPD and all his mental faculties were intact, so he was able to live at home where he was comfortable -- which...
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