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[ the latest investment & planning information ]
The Blog
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Fasten Your Seatbelt - Surviving Market Turbulence
Economic downturns and turbulent investment markets can make people nervous. Recognize these events as a normal, although undesirable, part of the economic and investment cycles. With that in mind, the following are some tips for investors during unpredictable times.
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Managing Your Retirement Plan When Switching Jobs
To maximize your savings, understand your options - if any - for your retirement plan when you switch jobs.
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Year-End Tax Planning Tips
You may be able to reduce your tax liability if you consider adopting these tax strategies before year’s end.
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The Two Faces of Debt
Understanding Good Versus Bad Debt Can Help You Make Smart Financial Moves
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Cleared for Takeoff
Planning To Retire Within Five Years or so? Include These Three Exercises in Your Flight Plan
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Maximizing Your Retirement Income
Doing Some Tax Planning Now Can Pay Off Later in Retirement
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The Elusive Buy/Sell Strategy of Perfect Timing
Trying to buy or sell assets based on absolute market highs or lows may produce lower returns.
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Wealth Building Strategies While Raising A Family
Raising a family is rewarding─and expensive. Consider taking these steps to support your family financially through a program of smart investing.
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Optimizing Required Minimum Distributions
Required minimum distributions take on added urgency as you approach (and reach) age 73, with specific rules and tax implications.
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When to Begin Collecting Social Security
Deciding when to begin collecting Social Security depends on a number of factors, including how long you anticipate needing it.
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Reality Check on Your Retirement Savings
Whether you’re 23 or 35, it’s important to know whether you are saving enough for your retirement. There is no time like the present to ensure you are allocating enough funds to your retirement account.
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The Basics of Financial Fitness
Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.
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Checking Under the Hood
How to Perform a Six-Step Maintenance Checkup on Your Retirement Plan
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Beyond Retirement
Retirement savings isn’t the only financial goal you should consider in your lifetime. There are other milestones that you ought to take into account as well.
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Financial Traps to Avoid
There’s a reason why even athletes, entertainers, and business people with seven-figure (and higher) incomes suddenly find themselves filing for bankruptcy. Money mismanagement can eat through even the biggest bankrolls. Here are some specific threats to financial stability that people can avoid to help effectively manage their wealth.
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Do Not Remove
Tapping your Retirement Account for Other Financial Needs Can Have Costly Consequences
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Managing Risk with Diversification
Diversification is a fundamental aspect of risk management and plays a critical role in building an investment portfolio.
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