reevaluate your investing

Is It Time To Reevaluate Your Approach To Investing?

If you are like many investors out there, you may be watching key financial markets from a distance, still unsettled by the downturn of several years ago and left wondering about your investment strategy. This is not the moment to be passive—now is a great time to assess your situation, explore the current landscape, and [...]

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Yours Mine and Ours

Yours, Mine and Ours

As a couple, your combined retirement assets are not just limited to what you may have accumulated in your current employers’ retirement plans. You also need to consider any older accounts that are still sitting in former employers’ plans, or assets that have been moved to rollover IRAs. After inventorying your various retirement assets, consider [...]

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Automate Your Financial Life

Automate Your Financial Life

Take control of your finances. You’re busy and likely appreciate smart time-saving strategies. Rather than spending hours poring over bills and financial statements, why not automate some of your financial life? It’s a move that can help make it easier and painless for you to save regularly and pay your bills on time. It also [...]

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Debt, Deceitful Wall Street Top Americans’ Concerns

A new study conducted by the Pew Research Center indicates that many of the themes raised by the Occupy Wall Street movement over the past several months resonate with the American public.1 Yet despite our economic challenges, we continue to reject the idea that America is a nation of “haves” and “have-nots.” Wall Street on [...]

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Health Care: Changes Ahead for Employers, Workers

Health Care: Changes Ahead for Employers, Workers

The implementation of the Patient Protection and Affordable Care Act (PPACA) is likely to trigger change in a medical insurance landscape that, until now, has been dominated by employer-sponsored plans. But plan sponsors are not sitting pat. Many either have implemented, or plan to activate, alterations to their existing medical plans, largely to avoid an excise [...]

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The #1 Financial Mistake of 2012

Mistake #1: Focusing on everything else instead of your relationship with money. What I mean by your “relationship with money” is how you personally approach your economic activities like: how you earn money, how you spend it, save it or give it away – and the thoughts and feelings associated with those activities. What I [...]

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Getting Ready for Tax Season: Changes for 2012

Although most Americans will not have to worry about 2012 taxes until early 2013 when 2012 tax returns are due, self-employed individuals or anyone who must pay quarterly tax payments will want to plan ahead. And there’s good news for those that do. The IRS recently announced cost-of-living adjustments for the 2012 tax year that [...]

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Your Invited to a Special Event

Your Invited to a Special Event

Webinar – The Art of Loving Life Are you in a career transition from a job loss? Are you considering retiring early? Are you considering a 2nd Career? Are you worried about the financial markets? You will want to join me and Dr. Sandra Thebaud in a discussion about her new book, The Art of [...]

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Ten Best Advisor Blogs of 2011!

I am pleased to announce that my blog – NewWorldWealthConcepts has been chosen as one of Registered Rep.’s Ten Best Advisor Blogs of 2011! As part of a recent article about blogging basics, author John Kador considered over 50 advisor blogs to make this selection. The blogs were judged based on the quality of the [...]

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Preparing for Health Care Reform: The Summary of Benefits and Coverage

The battle over health care reform is still raging in various federal and state courts and may even make its way to the Supreme Court. But insurers and plan administrators still have to prepare for the eventuality that the new law will take effect as scheduled in 2014. In August 2011, the Treasury Department, the [...]

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