Retirement Happy Factor: Guaranteed Lifetime Income
How can you increase your happiness in retirement? Are there secrets you can discover that will...
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Category: Investing
February 2021 Economic Predictions
It can be easy to overlook the nation’s solid economic fundamentals when the financial media...
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The Cost Of Doing Nothing Is Your Retirement
The year 2020 has put major strains on retirement plans as the volatility of the market created...
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January 2021 ECONOMIC UPDATE
Stocks rallied in December, fueled by the rollout of multiple COVID-19 vaccines and the signing of...
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MARKETS & MARRIAGE
Your investment strategy is a lot like a marriage. One day you may feel like everything’s going...
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What to Do with an Inheritance
CONGRATULATIONS! You received an inheritance. If your first instinct is to spend—wait! You’ll need...
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Funding Your Grandchild’s Education: 529 vs Cash
You have a grandchild—congratulations! Whether you’re a new grandparent or have been one for...
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Create YOUR Ideal Retirement Strategy
Across the country, people are saving for that “someday” called retirement. Someday, their careers...
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Your Extended Care Strategy
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year...
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STOP! Read This Before You Sell Your Home!
It’s that time of year again: house selling season! But this season looks much different. No open...
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Pros and Cons of 401(k) Loans
The CARES Act has affected many Americans, especially retirement planners. Those with 401(k)s and...
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DON’T PANIC! Try These Practical Steps
You will live through several periods of market volatility during your investing lifetime. These...
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