Tag Archives: Financial Planning

Kim

Becoming an empty nester: One mom’s story

Happy. Sad. Excited. Scared! My reason for buying potato chips, baking brownies on a whim and always having extra snack food on hand is leaving me.  Effective Aug. 21, my husband and I will be empty nesters as both of  Continue Reading »

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Claudia

Focus on Financial Literacy for National Young Readers Week

Do you know that November 12th is the start of National Young Readers Week?  Susquehanna is dedicated to furthering the cause of literacy, and does so through its Mind Your Pennies events.  Mind Your Pennies is an interactive story time  Continue Reading »

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Josué

Managing Your Parents’ Finances

Many people my age may eventually be confronted with the prospect of taking responsibility for their parents’ finances as they grow older.  It’s best to begin discussing this possibility before there is a crisis situation.  The following basic tips can  Continue Reading »

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Leigh

A Lesson in Investing for Education

As my son quickly moves past the toddler stage and elementary school rises in the distance, my husband and I are beginning to think about our son’s education in earnest.  We want to be prepared for him to attend a  Continue Reading »

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Don

Are You Financially Prepared for Retirement?

A study by the Center for Retirement Research at Boston College concluded that Americans need to focus more on investment savings. It revealed that as of 2009, 41% of early Baby Boomers, 48% of late Boomers and 56% of Gen-Xers  Continue Reading »

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guest

Drilling Down to the Details: Making the Most of Marcellus Shale Natural Gas Royalties

Imagine someone offering you $10,000 per month for access to your property, so that they could extract a valuable natural resource deep underground. Sounds like good news, right? That’s an additional $120,000 in annual income! Your first instinct might be  Continue Reading »

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Don

Securing Your Retirement: It Starts with the Right Timing

It used to be that if you asked people when they were going to retire, the answer was easy: 65. Today, though, it’s best to develop a strategy on the timing of your retirement, taking into account your personal financial  Continue Reading »

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Amber

First Steps: Are you Ready for Something New?

Have you ever seen someone doing something that you might enjoy doing, but were afraid to try it?  Who hasn’t?  But what’s stopping us from trying?  Is it the fear of failure?  Is it the fear of the time wasted  Continue Reading »

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Don

Don’t Scramble Your Nest Egg: Resist the Urge to Access Retirement Funds While Unemployed

The recession and its aftermath have led to periods of unemployment for many workers, in some cases for the first time in their careers. During these times, it is important to resist the temptation to withdraw money from any of  Continue Reading »

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Don

Is 2010 the Time For a Roth IRA Conversion?

A common question in retirement planning is, “What type of IRA is best: a Traditional IRA or Roth IRA?” The next logical question is, “Does it make sense to convert a Traditional IRA to a Roth?” The answers, of course,  Continue Reading »

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