NAVIGATING THROUGH MARKET VOLATILITY WHERE IS THE MARKET HEADED? Volatility may have some investors contemplating when they should pull out of the market or if they should sit on the sidelines and wait for the best time to invest. If you’re… Read More
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Tips for Those Caught in the Sandwich Generation
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses or the financial challenges of… Read More
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Spring Cleaning Your Way to Better Finances
Spring is a good time to clean out the cobwebs, and not just in your home or apartment. Your personal finances can benefit from a good spring cleaning, too. Here are some questions to ask yourself regarding your budget, debt,… Read More
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Is it Time to Review Your IRA Estate Planning Strategies?
The Setting Every Community Up for Retirement Enhancement (SECURE) Act, which was passed in December 2019 as part of a larger federal spending package, included a provision that warrants special attention from those who own high-value IRAs. Specifically, the “stretch”… Read More
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Risk Management and Your Retirement Savings
By investing for retirement, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to invest is just one step in your financial risk management strategy. You also need to… Read More
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Charitable Gifting
WHAT CONSTITUTES A GIFT TO CHARITY? A gift to charity is simply a gratuitous transfer of property to a charitable organization. The key is that your gift must be some kind of property — your time or personal services do… Read More
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How to Protect Your Business from Future Uncertainties
A new decade always comes with a slew of predictions that can be scary for small business owners. Without a crystal ball, you might feel helpless. There are three practical steps you can take to protect yourself from whatever… Read More
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Deciding When To Retire: When Timing Becomes Critical
THINKING ABOUT EARLY RETIREMENT? Retiring early means fewer earning years and less accumulated savings. Also, the earlier you retire, the more years you’ll need your retirement savings to produce income, and your retirement could last quite a while. According to a… Read More
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The Joys and Financial Challenges of Parenthood
Parenthood can be both wonderfully rewarding and frighteningly challenging. Children give gifts only a parent can understand — from sticky-finger hugs to heartfelt pleas to tag along on Saturday morning errands. You raise them with a clear goal that you… Read More
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Health Insurance in Retirement
At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests… Read More