Author - Erin Baehr CFP®, EA

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The Business of Running Your Home
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How Do I Plan In Advance For Job Loss?
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How Do I Prevent Fraud From Happening To Me?

The Business of Running Your Home

In this economy,  the most efficient and well planned businesses have the best chance of survival.  The same goes for our households.  So why not  run our households more like businesses?

A good year for a business starts off with a good business plan.  A plan for the business of your household doesn’t have to be a complicated document; a one page summary of your family’s vision and strategy that can be posted on the fridge is just right.

Your Mission Statement

The first part of the plan is to develop a family mission statement.  What is important to your …

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How Do I Plan In Advance For Job Loss?

It often comes as an unexpected surprise when you get laid off, but as we’ve learned from recent events, it can happen to anyone at anytime, and it is critical that you take action now to ensure you are prepared for the unexpected.  What are some ways we can prepare for a possible job loss, and what should we do if it unfortunately does happen?

First, some general preparations we all should take, no matter how secure our job seems:    Ideally, we should have 10% of our annual income in a safe emergency account we can access immediately, and …

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How Do I Prevent Fraud From Happening To Me?

As a financial professional, it has been disheartening to hear the recent stories of theft and fraud by advisors like Bernie Madoff.  The fact that he was able to swindle people of such intelligence and financial sophistication is alarming.  There were precautions that could have been taken, but when times are good and returns are tempting we tend to get lazy in our diligence.  Here’s how to not let that happen to you.

First and foremost, always remember—it’s your money!

Not being good with investments or disliking finance is no excuse.  Never completely outsource the management of your money and …

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