Money and You

Articles (7)

Have You Had "The Talk" With Your Kids? It's Recommended You Speak Early and Often About Money

Heidi Clute: March 10, 2011
As parents, you have probably often heard that you should speak openly and often with your children about all kinds of tough issues – bullying, alcohol, and drug use to name a few. You may wish to add another topic to the list: money. Like other important conversation subjects, learning about and developing sensible financial habits is a long-term goal for...
Archived Articles Articles Financial Literacy Estate Planning
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Negotiating the Rapids of Business Transitions

Heidi Clute: September 10, 2010
For many business owners – especially women – their businesses and their lives are practically interchangeable. Two-thirds of small business owners say their business is their greatest personal asset and primary source of family income. If you are one of these owners, protecting your company and ensuring your financial security are often the same thing.
Recent Articles Articles Financial Planning Business Owners
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What to Do With Your Tax Refund

Heidi Clute: February 10, 2010
Getting a tax refund this year? Think twice.
Archived Articles Articles Financial Literacy Taxes
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401K, Pension, IRAs: To Convert or Not to Convert?

Heidi Clute: January 10, 2010
Gaining a thorough understanding of all the options available for retirement saving and planning is no small task. Whether you’re considering moving your 401k, your pension savings, or converting to a Roth IRA; it is important to make sound decisions – today’s choices often determine your future retirement income. Converting a traditional Individual...
Archived Articles Articles Taxes Investing
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Tax Benefits of Going Green with Your Business & Home

Heidi Clute: October 10, 2009
Going green is a smart choice both for the planet, and more than ever in these days of federal and state tax incentives, for your wallet. Here are a few of the many opportunities available. (As always, consult a qualified financial advisor and tax professional before making a major financial decision.)
Archived Articles Articles Taxes Investing
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Changing Jobs? Protect your Assets.

Heidi Clute: October 10, 2009
Whether you are embarking on a new career or relocating due to shifts in the job market, keeping on top of your options regarding your existing insurance policies and pension or retirement plan is critical. You don’t want to leave assets behind unintentionally. There are often time-limited opportunities, strict guidelines and tax penalties to watch for so...
Archived Articles Articles Risk Protection Transitions
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What to Do When Your Paychecks Stop: Attend to your head and your heart before you deal with your wallet

Heidi Clute: October 10, 2009
Whether you are expecting it or not, and whatever its cause, job loss can be devastating. You may think you have prepared yourself as best you can, but job loss can hit like a death in the family. It represents more than a loss of a paycheck. It's a loss of a way of life as well. The first step in getting back on track is to recognize the emotional blow...
Archived Articles Articles Retirement Planning Financial Planning
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Seven Pitfalls On Your Way To Retirement

Heidi Clute: May 10, 2009
Is it time to check up on your retirement plan? The biggest fear among investors is that they will not have enough money for retirement. You can make sure your own plan does not fall short by steering clear of the following pitfalls. These are the most common comments I hear in my professional practice:
Archived Articles Articles Retirement Planning Financial Planning
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