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Six Costly Beneficiary Mistakes To Avoid
If you’ve ever spent time working through your estate plan with a professional, you know how important it is to update your beneficiaries. Failing to do so can result in costly mistakes – for you and...
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Financial Advice For Those Turning Forty
So you survived your surprise party and you’re getting used to the fact that you’ve turned 40 years old quite well. You got all the typical gag gifts, but after you put the cane with the bike horn in...
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The Stock Market Reaches New Highs – Now What?
If you’ve had money invested in the stock market in 2013, you’re most likely pleased with the results. It’s rare that major stock indexes, like the benchmark Standard & Poor’s 500, generate returns...
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Signs of the Economic Times
Signs of the Economic Times The health of the economy is often a big focus in news headlines, but why all the attention? The answer is both simple and complex. In our free enterprise system, the...
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Create a Plan to Cover the Necessities of Retirement
Create a Plan to Cover the Necessities of Retirement What’s going to happen when your paycheck stops? It’s one of the biggest questions that people nearing retirement have. It’s difficult for people...
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Get a Jump on Rolling Workplace Dollars to an IRA
Get a Jump on Rolling Workplace Dollars to an IRA Does the money you are accumulating in your employer-sponsored retirement plan have to stay there until you leave your job or retire? You may be...
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How to Respond to a Volatile Market Environment
How to Respond to a Volatile Market Environment There’s no denying that the stock market can periodically give investors a scare. We were reminded of this again in October when the Dow Jones...
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Managing Your Taxes in 2015
Managing Your Taxes in 2015 There’s one thing you can count on as we kick off a new year – changes to the tax code. While there are few major new laws affecting taxpayers in 2015, it is important to...
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Thinking About Retiring Early? Answer These 5 Questions First
Thinking About Retiring Early? Answer These 5 Questions First While many retirees have to stop working earlier than they’d planned due to health or employer issues, an early retirement continues...
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Five Steps to Feel More Confident about Your Retirement
Five Steps to Feel More Confident about Your Retirement It’s natural to have mixed emotions about retirement – it’s a huge life change that people spend most of their working life preparing for....
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