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Must-Knows When Investing for Retirement

Retirement is the single largest goal investors face. It’s the universal goal; everyone wants to become financially independent and be able to afford to retire — whether they plan on working forever or not.

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What Is a Trust?

Trusts and wills are key estate-planning documents used to pass money and property on to beneficiaries at death.

Women and Money: Financial Steps for Life

“No matter how much women prefer to lean, to be protected and supported, nor how much men prefer to have...

I’m Confused — What the Heck is a 401(k), IRA, and Roth?

Roth—401(k)—IRA—oh my! What do all these numbers and letters mean anyway? Perhaps you know that they have something to do...

Student Loans and Marriage: Good Communication Helped Us Tackle Massive Debt

My wife, Tori, and I started dating about a decade ago. Little did we know then that we would face...

The ABCs of RMDs

One of the most daunting financial aspects of retirement, especially for people who have been diligent savers throughout their working...

The Perils of Emotions in Investing

In many ways, emotions are life’s seasoning; they spice up what might be somewhat bland or dull. Like spice, they...

This Year Resolve to be Realistic in Your Financial Resolutions

Anyone who goes to the gym knows the pain of searching for a spot in the parking lot at the…

Meeting with an Advisor

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups...

Planning for the Retirement Dream

Many of us picture our retirement years spent enjoying life without working, but have you planned for everything? Will you...

5 Basic Tips for Creating a Solid Retirement Plan

You know what the picture is supposed to look like: You spend your whole life on the job, working toward…

5 Steps You Can Take Now to Improve Your Retirement Income

If you’re a working American born anytime between 1946 and 1991, the research, analysis and more importantly, the five straightforward…

Realistic Retirement: Leveraging expectations with reality

Our culture builds a certain degree of optimism around the concept of retirement—people always “can’t wait until they can retire”…