November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?
November is National Family Caregiver Month, an opportunity to honor the physical, mental and...
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Category: Retirement
The Anatomy of an Index
THE ANATOMY OF AN INDEX Did you know that an estimated $13.5 trillion in assets are indexed or...
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Retirement Strategy: Preparing to Retire Early
Do you dream of retiring before you turn 60? How about before you turn 50? If so, you might want...
Read MoreAugust Is National “Make a Will” Month
August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer...
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Risk Management: Property, Casualty, Life, Disability, and Extended Care Insurance
RISK MANAGEMENT MARKET, INTEREST RATE, AND CURRENCY RISK When it comes to creating a sound...
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8 Step Summer Financial Checkup
It seems like when summertime hits, time slows down. The hustle and bustle of the holiday season...
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Why Everyone Needs an Inheritance Strategy
Of all the financial strategies that many people have in place, an inheritance strategy is usually...
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Medicare: Understanding Parts A, B, C, & D
Whether your 65th birthday is on the horizon or decades away, understanding the different parts of...
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Risk Management: Market, Interest Rate and Currency Risk
RISK MANAGEMENT MARKET, INTEREST RATE, AND CURRENCY RISK Currency Risk History has shown that...
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How to Calculate Your Net Worth & Why It Matters
We hear a lot about net worth, but what exactly does net worth mean and why does it matter? Here,...
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Understanding (and Avoiding) the “Money Illusion”
UNDERSTANDING AND AVOIDING THE “MONEY ILLUSION” It’s no surprise that a dollar today...
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Why Modern Portfolio Theory Still Matters
Two different belief systems serve as the basis for investment decisions: the modern portfolio...
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