Marriage and Money Matters
Would you like to avoid or minimize money issues in your new marriage? The key is discussing expectations and priorities up front, along wit
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Kimberly Stone
- Sep 16, 2019
- 2 min
Teaching Teens About Finances
If you have a teenager, one of the best gifts you can give them is the wisdom on how to become financially responsible. Coaching them as tee
Kimberly Stone
- May 13, 2019
- 2 min
Long-Term Care Insurance 101
Long-term care insurance has the same tax-favored status as regular health insurance. With the high cost of assisted living and nursing home
Kimberly Stone
- Apr 15, 2019
- 3 min
To Amend or Not Amend?
Oops...you found an error or omission on last year's tax return. What should you do? Is it always a good idea to file an amended tax ret
Kimberly Stone
- Apr 8, 2019
- 2 min
10 Pointers for Building a Nest Egg
Building a secure financial future doesn't require a degree in economics, but there are a few guiding principles that can point you in t
Kimberly Stone
- Mar 25, 2019
- 2 min
Do you need disability insurance?
Say "insurance" and most people think about auto, health, home, and life. But disability is a more common occurrence than you migh
Kimberly Stone
- Feb 25, 2019
- 2 min
Tax Time: The Perfect Time for a Personal Finance Review
Tax filing season is often a great opportunity to review your financial situation. Here are several key areas you should analyze during tax
Kimberly Stone
- Dec 3, 2018
- 2 min
Seasonal spender or credit card addict?
The holiday season has arrived … and so has the shopping season. Are you a seasonal spender or do your excessive spending habits stretch ove
Kimberly Stone
- Oct 15, 2018
- 2 min
Survive financial stress with these 3 mindset changers
Finances stressing you out? A few small tweaks to your mindset could help you handle the hard stuff.
Kimberly Stone
- Sep 17, 2018
- 1 min
How to teach children about money
Not sure how to talk to your kids about the importance of well-managed money? No problem. Here's a guide of topics to discuss as they gr
Kimberly Stone
- Aug 27, 2018
- 2 min
Make sure you've got a plan for your RMD's
Do you have a handle on your retirement plan distributions? If not, you could be faced with penalties or higher taxes. Consider these tips.
Kimberly Stone
- Jul 30, 2018
- 2 min
3 Habits to Eliminate Debt
No matter if you have a little or a lot of debt, you can start learning a few habits that will help you chip away at it. Take a look.
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