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Before You Claim Social Security

Before You Claim Social Security A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How...
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Roth IRA Conversion in the Era of COVID-19

Roth IRA Conversion in the Era of COVID-19 Is it right for you?  The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are...
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Should You Care What the Financial Markets Do Each Day?

Should You Care What the Financial Markets Do Each Day? Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so much is just a click or two away. This impatience...
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A Roth IRA’s Many Benefits

A Roth IRA’s Many Benefits Why do so many people choose them over traditional IRAs? The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced in 1998, its popularity has soared. It has become a fixture in many retirement planning strategies because it offers savers so many potential advantages. The...
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Reducing the Risk of Outliving Your Money

Reducing the Risk of Outliving Your Money What steps might help you sustain and grow your retirement savings? “What is your greatest retirement fear?” If you ask any group of retirees and pre-retirees this question, “outliving my money” will likely be one of the top answers. In fact, 51% of investors surveyed for a 2019...
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Major Retirement Planning Mistakes

The Major Retirement Planning Mistakes Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees.      Calling them “mistakes” may be a bit harsh, as not all of them represent errors in...
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End of Year Money Moves

End-of-the-Year Money Moves Here are some things you might consider before saying goodbye to 2019.                          What has changed for you in 2019? Did you start a new job or leave a job behind? Did you retire? If notable changes occurred in your personal or professional life, then you will want to review your...
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Understanding Long-Term Care

Understanding Long-Term Care The important question: Are you prepared?   Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended...
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A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets. There is...
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Your Diversified Portfolio vs. the S&P 500

How global returns and proper diversification are affecting overall returns. “Why is my portfolio under-performing the market?” This question may be on your mind. It is a question that investors sometimes ask after stocks shatter records or return exceptionally well in a quarter. The short answer is that even when Wall Street rallies, international markets...
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