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School of Financial Planning

Overcoming Resistance to Change

Change is an important part of everybody’s life. If it were not for change, the world would not be the way we know it. A.J. Schuler discusses the main reasons why people are apprehensive about forming new habits and adjusting current ones in his article, “Overcoming Resistance to Change: Top Ten Reasons for Change Resistance”. […]

How to Help Your Children Financially Now Without Giving Them Any Money

Most parents want to impart their children with a drive for knowledge and independence, and therefore reconsider leaving any part of their financial estate to their heirs. In an article posted by Kiplinger, “How to Help Your Children Financially Now Without Giving Them Any Money”, Bruce Udell, a financial industry veteran, reviews his conversation with […]

The more things appear to change, the more they repeat themselves

“The 19th century saw continuously falling prices…. Read the financial history of the United States, and it is beset with continuous stock market crashes, economic crisis, and liquidity shortages. The (labor) union movement sprung largely from the need to put a break on falling wages created by perennial labor oversupply and sub-living wages. Enjoy riding […]

How the West (and the Rest) Got Rich

A summary of the published article in the Wall Street Journal, May 21-22, 2016 (Saturday/Sunday Publication) By: Mark McGarvey In our very political environment that continually reminds us how bad things are for so many Americans, everyone should read the article, “How the West (and the Rest) Got Rich” published in the May 21/22, 2016 […]

Preparing For Retirement

Retirement is an abstract concept. We work to support ourselves and our families. We work hard, pay our bills, buy what we need or want, and repeat this cycle. But the cycle cannot continue indefinitely. At some point, we will all quit earning, but our expenses will continue. This is challenging to pull from the abstract because […]

Critical Estate Documents

Financial Documents Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial affairs if you are unable to […]

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