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IBJ

How Your Money Personality Affects Your Financial Health

Submitted by WWA Planning & Investments on June 4th, 2019

Have you ever wondered why some people seem to be able to save money effortlessly?

I am not one of those people. I struggle to keep my spending impulses under control.

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Our Uncertain Life Spans Make Financial Planning Tougher

Submitted by WWA Planning & Investments on May 1st, 2019

A recent Kiplinger article, “5 Big Problems to Solve Before You Retire,” lumped financial advisers into two camps.

“There are those who promise everything is going to be fine; you don’t have to fret about retirement, they say, because they’ll help you make more than enough money to get you through.

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Devoting Time To Financial Planning Pays Off In The End

Submitted by WWA Planning & Investments on February 27th, 2019

“Plans are of little importance, but planning is essential.”

—Winston Churchill, former British prime minister

Everyone needs a financial plan, but not everyone needs a financial adviser. There are times when it is OK to go it alone and other times when you could benefit from sound advice from a fiduciary adviser.

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Don't Let Financial Secrets Put Strain On Your Marriage

Submitted by WWA Planning & Investments on February 12th, 2019

Couples fight about money. Money fights can put a strain on any relationship and are a frequent cause for divorce. Divorce is one life event that will almost always derail a financial plan.

So how can you manage those money disagreements and keep your relationship on track? Communication and self-reflection go a long way toward generating happy relationships, no matter the topic.

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Sudden Windfall Creates Problems, Opportunities

Submitted by WWA Planning & Investments on January 29th, 2019

People often dream of getting a big financial windfall. The most common sources of sudden money are lawsuit judgments, divorces, business sales, inheritances, retirement packages and stock options.

To read more, go to: Indianapolis Business Journal

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Tax Season Is Prime Time To Discuss Final Wishes

Submitted by WWA Planning & Investments on January 17th, 2019

We all deal with death differently, including coping with a parent's death. Adult children might have some unique considerations, especially with the last parent's death.

My mom died Dec. 21, 1998. My mother-in-law just died Dec. 26. My husband and I had very different experiences. My mom was only 66, and her death was unexpected .

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Health, Wealth Resolutions Have Much In Common

Submitted by WWA Planning & Investments on January 2nd, 2019

It’s the start of a new year, which means it’s time to make—and hopefully begin to implement—New Year’s resolutions.

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Be Charitable This Time Of Year, But Do So Wisely

Submitted by WWA Planning & Investments on December 11th, 2018

December is generally the peak time for charitable giving. When I work with clients on spending forecasts, I’m often asked, “How much should I be giving to charity?”

Some general estimates are given as an average percentage of adjusted gross income (gross income minus certain adjustments) of 3 percent to 5 percent.

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How To Avoid Digging A Financial Hole During Holidays

Submitted by WWA Planning & Investments on November 27th, 2018

I wasn’t going to do it. I wasn’t going to write about overspending during the holidays, but I can’t help myself. I got sucked into the Black Friday/Cyber Monday hype.

I found myself poring over the sales ads and wondering what I should buy. Were there any great deals I just couldn’t pass up? Was there anyone who could use any of these deals?

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A Dose Of Gratitude Can Be Good For Your Finances

Submitted by WWA Planning & Investments on November 13th, 2018

Thanksgiving is now one of my favorite holidays. Besides the food, friends and family gatherings, it gives me time to reflect on how blessed I am.

We so often look at the world and our personal situation and see what’s wrong or what’s missing. Gratitude is an ongoing action, a state of being or a way of life. It is an ongoing habit.

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