Archive for the ‘Financial Planning’ Category


Don’t Miss the Match

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

Are you taking full advantage of your company’s 401(k)? The 401(k) plan is one of the most widely-utilized wealth creation tools offered Americans. These retirement savings plans have several advantages, including dollar cost averaging, tax savings and tax deferral.  However, one of the most powerful advantages is the company match. If your company offers a [...]

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It’s Time to Review Your Insurance

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

September is National Life Insurance Awareness Month When was the last time you looked at your life insurance coverage? Why not do it now? September is as good a time as any – in fact, this is National Life Insurance Awareness Month. The non-profit Life and Health Insurance Foundation for Education (LIFE) wants to awaken [...]

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A Post-Divorce Action Plan

Icon Provided by Joseph Regenstein IV, CMFC on January 23, 2012

It’s All in Your Hands You have just gone through one of the most challenging and difficult periods that a woman can experience in her life – a divorce. While many things may still be in up in the air, one aspect of your life that you should make sure you’re in control is your [...]

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Getting a Mortgage Today

Icon Provided by Joseph Regenstein IV, CMFC on January 22, 2012

What can you do to help yourself get pre-approved? Remember when getting a mortgage was easy? Now, you need pre-approval. So how can you increase your chances of passing that all-important test? You want a lender in your corner. Sellers and agents don’t want to waste their time working with a buyer who isn’t pre-approved. [...]

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Breaking the Surface – Recovering From Unemployment

Icon Provided by Joseph Regenstein IV, CMFC on January 15, 2012

Four tips for recovering from unemployment. Any period of unemployment is fraught with stress – both personal and financial. While landing that formerly-elusive new job can be a relief, it is only the first step on the road to recovery from unemployment. This transition time is akin to breaking the surface after being underwater for [...]

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