Beyond Investments: Help Clients With All Their Goals

July 21, 2014

By Bruce W. Fraser for Financial Planning

Benjamin Franklin once said, “Wealth is not his that has it, but his that enjoys it.” Most planners are trained to accumulate assets for clients. But today, as the baby boomer population grows and life expectations lengthen, more of planners' conversations are revolving around financial life planning.

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Virtual Afterlife: What Happens to Your Online Presence When You Die?

June 5, 2014

By Beth Jones, RLP®, AIF®, CFT

Have you considered what will happen to your Facebook, Twitter, and LinkedIn accounts when you pass away? Preparing a “digital estate plan” in advance can help ensure that your personal information remains safe and your wishes for your online persona are carried out.

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Spring Cleaning Your Financial Life

April 16, 2014

By Beth Jones, RLP®, AIF®, CFT

Spring is in the air. As the flowers come into bloom and the temperature ticks upward, you may experience a feeling of renewal. That’s often what spurs people to do their spring cleaning—a great idea. But while you’re at it, why not do some cleaning in your financial life as well? Even if you recently took a look at your finances as you prepared for tax season, there may be some items that could use attention. Following are some commonly neglected areas:

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The Gift of Good Financial Advice

November 12, 2013

By Beth Jones, RLP®, AIF®, CFT

Congratulations to all recent college graduates! It’s now time for them to jump into the next stage of life — to earn their own salaries and pay their own bills. This could perhaps be their biggest life transition to date whether they have been fairly independent during their school years or relying on Mom & Dad. Either way, managing their money as an adult can be difficult.

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Estate Planning — Avoid Conflicts that Can Arise with Your Illness or Death

September 21, 2013

By Beth Jones, RLP®, AIF®, CFT

Many people fail to have proper and updated estate planning documents, so a serious illness or death of a family member can create major ramifications at a difficult time. Some think that only wealthy people need estate planning documents not true. Below is a summary of the documents that can help to ensure that your desires are clear and legal, hence minimizing conflicts and confusion.

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