Shopping for a new financial advisor Julie Murphy Casserly, CFP® As a CFP® who specializes in client advocacy, I have found that there is sometimes a disconnect between my industry and clients’ needs. Many of my new clients come to me after becoming disenfranchised with another advisor. Here are some questions to ask if you [...]

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Achieving financial goals: remember the big picture Julie Murp[hy Casserly,CFP® When you’ve initially set a big personal goal, you feel a lot of excitement. We make huge strides towards achieving what we set out for; and we justifiably feel a ton of pride for what we accomplish. Sometimes, though, when we’re on our path towards [...]

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How much can you earn and still receive Social Security? Julie Murphy Casserly Retirees are often ready, willing, and able to start new careers that may earn them significant incomes. However, some individuals may feel that it is not worthwhile to work for wages, only to have to “give up” some of those earnings in [...]

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Lessons for the season of giving…and spending   Julie Murphy Casserly,CFP® During this season of giving, be mindful of the lessons you’ve learned these past three years in the recession.   I’ve already talked about saving for right now and the future and investing wisely. On the job front, I stressed to be prepared to [...]

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2010 Financial Strategies by Julie Murphy Casserly A new year means a new beginning. It’s time to put the financial turmoil of 2009 behind us and find our pathway to financial abundance through authenticity – i.e. creating financial success by being truthful and genuine to yourself and those around you. So how does this journey [...]

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Setting Your Personal Finance Strategy by Julie Murphy Casserly The economic storm is not over, but there seems to be a light at the end of it. Federal Reserve Chairman Ben Bernanke issued a statement today saying that the U.S. economy is stabilizing and will begin to rebound later this year, but the recovery will [...]

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Building Wealth From The Inside Out by Julie Murphy Casserly I can’t help but notice how many people are in what I would call a “paralyzed mode” these days. With all the negative media about our economy, housing, credit crisis, unemployment, not to mention the fast paced lives we are all living these days, how [...]

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News In Healthcare Savings by Dr Steven Arculeo, DC Consumers and insurance companies pay millions every day for expensive medical diagnostic testing to try to find out what is wrong with a patient with typical musculoskeletal complaints. Usually, they come up empty, when a good chiropractor and physical therapist could easily figure it out that [...]

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The Emotion Behind Money Book Release by Julie Murphy Casserly Julie Murphy Casserly has studied the emotional connection between people and their money—their income, spending habits, and savings—for the past decade. And, for the last eight years, she has been working to build the wealth of large and small clients in her own practice. This [...]

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Reducing Asthma Costs by Dr Kristina Sargent In the decade between 1990 and 2000 the cost of asthma care went up 54%, according to Family Practice News (October 1, 2000:5). More focus on diet, lifestyle and supplementation can cut these costs. More attention should also be paid to drug therapy and efforts should be made [...]

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Financial Life Lessons by Julie Murphy Casserly Not long after I started my financial planning firm in 1995, I discovered something that was never taught to me in business school. It’s the notion that every person has their own unique and personal relationship with money. I consistently saw how my clients’ emotions were responsible for [...]

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How To Property Organize Tax Files To Avoid Confusion Next Year by Julie Casserly, CFP®, CLU, ChFC, MBA Start now! 1) Take a manila folder or envelope and write 2009 taxes on it and as you donate clothes or give money to charities throughout the year, put that documentation right in the prepared 2009 tax [...]

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Top 10 Financial Tips for 2007 by Julie Casserly, CFP®, CLU, ChFC, MBA Don’t be afraid. We are going to use the word Money and Management in the same sentence. But according to Money magazine, more than a third of Americans have vowed to budget better in 2007. Bank accounts often dip to an all-time [...]

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Networking is what makes the World go Round by Julie Murphy Casserly, CFP®, CLU, ChFC, MBA Networking is what makes the world go round! Without it where would we be? You’ve always heard the saying, it’s not what you know, it’s who you know! This can’t be anymore true than it is in economic times [...]

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Natural Tips For Cutting Health Care Bills by Dr Helen Lee, DC The cost of managing sickness is not only detrimental and challenging to overall health and well being but also to the pocketbook. It is much easier to maintain and work towards increasing your level of health. As concluded by doctors Kenneth S. Fink [...]

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Reducing Healthcare Costs Starts With You by Dr Kristina Sargent Healthcare reform is certainly the hot topic of the last few weeks. Lifestyle drugs make up 7 out of the top 10 drugs sold in the US today.1 Medication use and costs can be cut with a few simple changes our daily routine. We can [...]

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Shopping for a new financial advsior – by Julie Murphy Casserly,CFP® Achieving financial goals: remember the big picture – by Julie Murphy Casserly,CFP® How much can you earn and still receive Social Security? – by Julie Murphy Casserly, CFP®  Lessons for the season of giving…and spending – by Julie Murphy Casserly,CFP® Reducing Healthcare Costs Starts [...]

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