Archive for Year: 2015

December 2015 Newsletter

Sandwiched Have you heard of the ‘sandwich generation’? The definition of Sandwich Generation is ‘a generation of people who care for their aging parents while supporting their own children’ (Wikipedia). According to the Pew Research Center just over 1 out of every 8 Americans aged 40 to 60 is...

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November 2015 Newsletter

Welcome Chip Cards Last month (October 1, 2015) marked the date that retailers will now be held responsible for fraudulent charges that occur at their point of sale terminals if ‘chip technology’ was used during the purchase. You may have already received a new card from your credit card...

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October 2015 Newsletter

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K. Now is the time to make additional contributions if you...

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September 2015 Newsletter

Fueling Financial Errors Finance in general has been based on rational and logical theories, and for the most part tends to be somewhat ‘predictable’. Financial theories assume that people behave rationally and predictably, and that outside factors and emotions do not influence people when it comes to making financial...

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August 2015 Newsletter

Investor Identity Crisis Hearing the term ‘identity crisis’ can lead to thoughts of confusion, questioning decisions, or changes in behavior that can be good or bad. As an investor, you can have an ‘identity crisis’ by not fully thinking about what you want and how you will react to...

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July 2015 Newsletter

Adult to Adult: Talking to Your Parents About Their Money Having the ‘money talk’ either happens at the ‘wrong time’, or can easily be put off because the generations feel differently about the ‘right time’. Regardless of opinion, having a talk with your parents (or children) is something that...

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June 2015 Newsletter

The Empty Nest Syndrome Empty Nest Syndrome: is a feeling of grief and loneliness parents or guardians may feel when their children leave home for the first time, such as to live on their own or to attend a college or university. It is not a clinical condition. -Wikipedia....

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