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Blog

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Amy Goan | Aug 7, 2017

How Much Value Does a Financial Planner Add?

Financial Planning

 

Hiring a financial planner can be expensive. I get it. Any conscientious person must ask themself—Is hiring a planner worth the cost?

The Morningstar.com

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Amy Goan | Jan 16, 2017

Trump’s Tweets versus Individual Stocks

Investing

 

As I was reading “How to Make Your Money Last” by Jane Bryant Quinn this weekend (a very well-written and informative book, by the way), I came to her

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Amy Goan | Feb 12, 2016

Will We Ever Get a Fiduciary Standard For All?

Financial Planning

 

What standard would you prefer apply to the person giving you financial advice?

  1. suitability standard-investment advice that is "suitable" for someone in
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Amy Goan | Dec 30, 2015

Is It Time To Rebalance Your Portfolio?

Investing

 

This cobbler’s children wear shoes!

"The cobbler's children have no shoes" refers to the phenomena where people are successful at doing something in their

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Amy Goan | Sep 22, 2015

Financial Advice for the 30-Something

Lifestyle

 

Last year I wrote a blog post called “Financial Advice for the 20-Something.” I thought it time to follow-up with a post for all you “30-Somethings” out

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Amy Goan | Aug 16, 2015

"The 5 Years Before You Retire" by Emily Guy Birken

Retirement

 

I recently finished the book "The 5 Years Before You Retire" by Emily Guy Birken. For anyone who finds themselves 5-10 years away from retirement, I'd have

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Amy Goan | May 12, 2015

What Beauty Makeovers and Financial Planning Have in Common

Financial Planning

 

I know what you’re thinking: Makeovers and financial planning? Really, Amy?

Stay with me on this.

This morning I received a text from my friend, Rachelle

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Amy Goan | Apr 6, 2015

Springtime Reading Recommendation: All Your Worth-The Ultimate Lifetime Money Plan by Elizabeth Warren and Amelia Warren Tyagi

Lifestyle

 

Have you ever been in the middle of a good book and kept thinking, "Oh, so-and-so should read this."? Well, that repeatedly happened to me while reading

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Amy Goan | Jan 31, 2015

3 Steps Toward a Smoother Tax Season!

Lifestyle

If you're like me, over the last few weeks you've been receiving in both your mail box and your email inbox various documentation necessary to file your taxes

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Amy Goan | Jan 12, 2015

Amy's Bold Market Predictions for 2015

Investing

 

The stock market will go up...and down.

Bond yields will rise...and decline.

I'm always fascinated this time of year as every so-called financial "expert

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Amy Goan | Dec 10, 2014

Estate Plans Aren't Just for the Wealthy

Estate Planning

 

Scenario 1: A couple in their 40's have one child and modest savings. They're comfortable with having all their assets pass to the surviving spouse should

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Amy Goan | Oct 28, 2014

How to Improve Your Credit Score

Budgeting/Credit

 

I copied the following from the Bank of Internet website.

 

Score Big by Improving Credit

We all know it’s important to keep our credit in tip-top shape

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Amy Goan | Oct 24, 2014

The Truth About Credit Myths

Budgeting/Credit

I copied the following from the Bank of Internet website. Did you believe any of the "myths" to be "truths"?

The Truth About Credit Myths

Here are some of the

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Amy Goan | Oct 8, 2014

How 5 Minutes of Your Time Can Help You Get a Better Night's Sleep

Lifestyle

 

It's not many things we can do that take only 5 minutes of our time yet can help us sleep better at night like checking our credit score. We all know it's

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Amy Goan | Aug 6, 2014

10 Financial Considerations When Filing for Divorce

Divorce

 

If you are currently going through, or considering, a divorce this blog post is for you. Use it as a checklist to discuss with your divorce lawyer and/or

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Amy Goan | Jul 23, 2014

Take it or leave it? Your 401k, that is!

Investing

 

The days of working for the same company for 40 years then retiring with a gold watch and a pension paid for life are long gone. Instead, we often hop from

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Amy Goan | Jul 1, 2014

The Fiduciary Standard: Why do we have to make things so complicated?!

Financial Planning

 

I'm feeling a bit queasy right now.

I just read an online article from Investment News titled "Insurance industry calls on DOL to allow propriety sales

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Amy Goan | Apr 28, 2014

What are bonds, and why should I care?

Investing

 

Bonds are generally considered the unsexy area of the investment world, which is really saying something. I mean, how many times have you been at a

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Amy Goan | Mar 28, 2014

The Best Strategy for Long-Term Investing: Be Lazy!

Investing

There are few times in life where you’re rewarded for being lazy. Believe it or not, investing can be one of them.

I’m not suggesting that no work is required

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Amy Goan | Jan 24, 2014

I Need Help With My Finances...Now What?

Financial Planning

You’ve cleaned your gutters, reorganized the linen closet, and finally stored all your digital pictures in one place. Congratulations! Next on your list of

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