Blog & Articles

Incapacitation: A Hidden Estate Planning Risk

July 16, 2019

Many people assume that estate planning is only for challenges that arise after you pass away. To a large extent, that assumption is correct. Estate planning can be used to minimize probate costs, manage taxes, and distribute your assets to your loved ones in the…

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3 Tips to Achieve Financial Independence Before You Retire

July 9, 2019

Fireworks, parades, and pool parties. That’s what comes to mind for most people when they think about the Fourth of July. The holiday is a great midpoint in the summer to enjoy a couple days off work and celebrate with friends and family. Amid the…

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3 Affordable Tropical Locations for Your Retirement

June 26, 2019

Summer has finally arrived. It’s time for sunshine, barbecues, and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll…

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Making Investment Decisions

June 18, 2019

Are your choices based on evidence or emotion? Information vs. instinct. When it comes to investing, many people believe they have a “knack” for choosing…

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Financial Reset: 3 Steps You Can Take to Minimize Risk in the 2nd Half of 2019

June 12, 2019

The year is flying by. It may be hard to believe, but we’re already halfway through 2019. Did you set financial goals at the beginning…

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Why DIY Investment Management Is Such a Risk

June 6, 2019

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself investment management is generally a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments…

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Where Will Your Retirement Money Come From?

May 23, 2019

For many people, retirement income may come from a variety of sources. Here’s a quick review of the six main sources: Social Security. Social Security is the government-administered retirement income program. Workers become eligible after paying Social Security taxes for 10 years. Benefits are based…

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Do Your Investments Match Your Risk Tolerance?

May 15, 2019

From time to time, it is a good idea to review how your portfolio assets are allocated – how they are divided among asset classes. At the inception of your investment strategy, your target asset allocations reflect your tolerance for risk. Over time, though, your…

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