Archive for February, 2012

How to Interview a Planner

  Staying away from illegal interview questions is vital according to a recent CBS News blog. Do not screen people for: race, color, sex, religion, national origin, birthplace, age, marriage and disability status. You can, however, “re-work some legal alternatives”.   If you want to know how old someone is, ask them if they’re “over […]

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Follow Your Money For Answers

    According to the Bureau of Labor Statistics, more than half of the money we spend goes to housing and transportation. Reading about the breakdown of consumer spending, started me wondering…   1)      Why do we naturally bristle at the thought of saving money? 2)      Why does the discipline of wise money management overwhelm […]

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Why Work With An Advisor?

  There is nothing worse than a home improvement project gone wrong. You waste a ton of time running back and forth to Menards because you know you can do-it-yourself and end up wasting way more money in the long run more often than not. (Been there, done that, more times than I want to […]

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Defined Benefit VS. Defined Contribution

In speaking with a client recently, I was asked to describe the difference between Defined Benefit Plans and Defined Contributions Plans. I was a bit taken a back because I assumed these were commonly understood concepts.   Investigating further, I discovered my assumption was wrong. The differences between Defined Benefit Plans and Defined Contribution Plans […]

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