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Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. LIMRA, which keeps close tabs on the industry, recently…

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence, potentially undermining our outlook during those years. Indeed,…

Debt Stress

 Is there a link between money worries and stress? Attack the problem at its root.

Crowdfunding Capital for the 21st Century

One of the earliest examples of crowdfunding occurred in 1884 when funds ran short for building the Statue of Liberty’s…

Eight Mistakes That Can Upend Your Retirement

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes…

Problems with Probate

Many people have heard they should avoid probate, but few understand what probate is and how the process works. What…

Stop Wasting Money

Benjamin once said, “a penny saved is a penny earned.” The modern upgrade to that observation might be that $100 not…

Countering Counterfeit Currency

It is estimated by the U.S. Secret Service, the federal agency responsible for protecting the U.S. currency, that prior to…

The Anatomy of and Index

Did you know that more than $7 trillion is assets are benchmarked to the Standard & Poor’s 500 Composite Index,…

Dealing with a Divorce

Divorce can be a lengthy process that may strain your finances and leave you feeling out of control. But with…

Ways Parents Can Help Their Boomerang Kids

It’s been called the new retirement wild card. But it’s not inflation, health-care costs, or taxes, though those things certainly…

What is the importance of a diversified portfolio in retirement?

It’s difficult enough to plan and save right for retirement, given today’s topsy-turvy financial markets. What’s more, it can be…