Retirement
As the summer winds down, kids are returning to school, pockets overflowing with cash earned from summer jobs/internships. Is there an opportunity for these summer jobs to begin securing your…
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You’ve just celebrated your 65th birthday and you’re ready to claim your Social Security benefits. Not so fast! Although you have reached the traditional retirement age, you enjoy your work…
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Last year, the Department of Labor issued a mandate stating that all financial professionals who work with retirement plans or give retirement planning advice must begin acting as a “fiduciary”…
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Have you ever been watching TV only to be interrupted by a commercial asking you to figure out your “retirement number?” You know, everyone has one – the amount of…
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A good personal finance calculator should be simple to use and understand, but still provide valuable information to the user. These types of calculators are challenging to find: Google searches tend…
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Investors should know how their assets can be better protected in the event of bankruptcy or lawsuits. Thankfully, the Supreme Court has helped clear up this issue in recent years. Individual…
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Retirement income is not what you were promised! Sure, you understood that retirement wouldn’t be like it was for previous generations, who had pensions and Social Security caring for most…
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As our clients approach age 65, the conversation always seems to turn to Medicare. If they don’t bring it up, I do because this government healthcare program can be confusing,…
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Target-date funds are not all created equal. We compare the risk and return of over 30 target-date funds. The results will surprise you!
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Saving for retirement shouldn’t be complicated, but with so many retirement savings options, from 401ks to IRAs and more, knowing the best way to save can be confusing. How much…
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