Financial Planning for Aging Parents By Julie Murphy Casserly, CFP® Aging parents often have a difficult time managing their finances. As parents, they were used to taking care of you. But at some point, your parents are going to need your help with financial issues. If your parents are in their 60s or older, it [...]

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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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How To Budget For A Family Vacation By Julie Murphy Casserly Position yourself to be lucky to spend the amount of money you actually have for vacation, instead of going into debt and later on having to pay for past choices. No one likes having what I like to call a “spending hangover”…it takes all [...]

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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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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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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 low after the holidays and aspirations for a balanced budget are high. ChicagoHealers.com [...]

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