Latest articles by Roxanne Alexander, CFP®, CAIA, AIF®, ADPA®
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Long-Term Care Insurance: To Buy or Not to Buy?
Long-Term Care Insurance Should you buy long-term care insurance or save up to self-insure? There are many trade-offs to consider. And, surprise: It doesn’t have to be one or the other.
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Why Do I Need a Trust?
estate planning A simple will works for some people, but maybe not for you. Are you in a second marriage? Have minor children? Concerned about fraud? These are just a few of the many reasons to consider a trust.
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10 Easily Fixable, But Often Overlooked, Financial Planning Items
personal finance It’s easy to let important financial tasks slip your mind, so take a minute to check this list for any to-do items you may have forgotten. It could make a big difference in your bottom line.
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Thinking About Rolling Your 401(k) into an IRA? 7 Deciding Factors to Consider
IRAs When you’re weighing a possible rollover from your company retirement account into an IRA, there are several things to think about first.
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Insurance Can Make or Break Your Financial Plan
insurance You could be one bad accident, storm or lawsuit away from disaster unless you have the right insurance. From umbrella to uninsured motorist, flood and excess liability, it could take a few different types of policies to get the job done.
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The Financial Implications of Fluffy: Costs of Becoming a Pet Owner
personal finance Before you bring that adorable dog or cat home, make sure you can afford it over the long run. Here are some of the typical costs of pet ownership to consider first.
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From Facebook to iTunes to Amazon, You Need a Digital Will!
estate planning Online accounts and digital media are valuable, and they could be misused, locked up or even lost if you don’t take the right steps. Your estate plan isn’t complete unless you’ve accounted for your digital assets.
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Thoughts Before Funding a 529 College Savings Plan
college Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and taxes that you’ll regret. To avoid that, take a moment to learn the basics.
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Should I Buy or Lease a Car?
cars It comes down to what type of owner you are. Do you like to hold onto your car for years or switch it out frequently? Do you drive a lot of miles? Do you dislike paying for comprehensive insurance? How you answer could help steer your decision.
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Untangling Your Finances When You Divorce: Don’t Forget These Important Details
Divorce Whose name is on the title to the house? Is the person paying child support covered by a life insurance policy? Have you changed your tax withholding now that you won’t be filing as married? These are all important but often forgotten details.
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Hurricane Season: Home, Family and Financial Planning Tips
personal finance Hurricane season officially began on June 1, and it runs through Nov. 30. So get ready now, in the calm before the storms.
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Umbrella Insurance – Do I Need It?
insurance You might think your home and auto insurance offer more than enough coverage, but if you’re wrong, one very bad day could wipe out your wealth. That’s what an umbrella policy is designed to prevent.
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