Are We Headed for a Recession?
We’re just two years removed from the last US recession. Negative stock returns and aggressive US Federal Reserve interest rate hikes...
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- Feb 10, 2021
- 2 min
Avoid Getting Scammed This Tax Season
Tax season is once again in full swing. While many concerned taxpayers file tax returns to meet the required deadline, criminals work...
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- Feb 10, 2021
- 2 min
To Know About Retirement, Ask Those Already Retired
Everyone has different ideas of what it is like to retire. However, their ideas may be based solely on what they assume or what they have...
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- Jan 28, 2021
- 2 min
Save For Retirement or Your Kids’ College
Student loan statistics never cease to disturb. Just in the United States, there are 44 million borrowers with $1.3 trillion in...
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- Jan 28, 2021
- 3 min
Budget For Post-Pandemic Retirement Travel
As we get closer to getting back to normal after the COVID-19 travel pause, we need to think about a travel budget. This inevitably means...
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- Jan 13, 2021
- 2 min
Be Ready For the Next Market Correction
Many retirement investors have a considerable percentage of their investment in stocks and this has generally served them well. Stocks...
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- Jan 13, 2021
- 3 min
You Still Have Time For Retirement Resolutions
A few weeks into a New Year and many think about various aspects of their lives. One of the primary areas that are commonly reviewed is...
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- Jan 2, 2021
- 2 min
Adding Stepchildren to Your Estate Plan
As we look ahead to a new year, we think of our goals and priorities. Some of these goals can involve getting an Estate Plan together. If...
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- Jan 2, 2021
- 3 min
Could Your Retirement Be Delayed?
As we watch 2020 in the rear view mirror, we look ahead with the scars from the year. And while many people spend years dreaming about...
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- Dec 15, 2020
- 3 min
Your New Year’s Retirement Resolutions
As we head into 2021, it is a good idea to consider the resolutions you might be planning. You might want to do things like exercise more...
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- Dec 15, 2020
- 5 min
So, You are Retiring In A Few Years
After a stressful 2020, you’re thinking more and more about retirement. While the bulk of your retirement prep work and heavy lifting has...
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- Dec 3, 2020
- 3 min
Reasons For Inflation And Why You Should Plan For It In Retirement
Inflation is a reality in all economies, and generally occurs for one of two reasons, know as "demand-push" or "cost-pull." Businesses...
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- Dec 3, 2020
- 2 min
The Good and Bad of Retiring Early
This year has forced some to think about retiring early. When it comes to retiring early, some of the benefits are obvious: you get to...
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- Nov 20, 2020
- 2 min
Avoid Overspending During the Holidays
It is not surprising that the holiday season is one of the most expensive for individuals. Giftgiving, decorating and holiday treats can...
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- Nov 20, 2020
- 2 min
What You Need to Know About IRA and 401k Contributions In 2021
The Internal Revenue Service recently reported changes to the 401k and IRA. The agency’s announcements to Congress issues new...
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- Nov 5, 2020
- 3 min
Don't Let Short Term Events Change Your Investment Goals
With every change in the world, there always seems to be the temptation to make an impulsive financial decision, especially when it comes...
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- Nov 5, 2020
- 2 min
Tap Your 401(k)? Get Back On Track!
While tapping into your 401(k) is not the first choice that you should make, it is sometimes unavoidable. During the most recent economic...
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- Oct 16, 2020
- 3 min
Avoid Covid-19 Medicare Scams
Older Americans on Medicare have become the focus of criminals. According to government officials, they are now utilizing various fraud...
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- Oct 16, 2020
- 3 min
Planning For Retirement In The "New Normal”?
The world of COVID-19 is, at least for the foreseeable future, the new normal of society. That means that there's no time to slow down on...
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- Sep 30, 2020
- 2 min
2021: Social Security To Spend More Than It Collects
The time is finally here. It’s when the chickens come home to roost. In most of the financial blogs of late concerning Social Security,...
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