Financial Planning

Is the Downturn Threatening Your Retirement?

Worried about the direction the financial markets have taken over the past few months? You’re not alone. After nine consecutive years of growth, the markets ended 2018 on a down note. The S&P 500 finished the year down more than 6 percent, the first time…

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Volatility on Valentine’s Day

Valentine’s Day is supposed to be a day for romance and re-connection. For many couples, however, this time of year could be marked by disagreements about money. Nearly half of all married couples argue about financial issues.1 With the new year just starting and tax…

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What Do January’s Market Returns Mean for the Rest of the Year?

It’s that time again. A new year is here, which means a volatile 2018 is in the rear-view mirror. The markets suffered a steep drop at the end of last year after climbing steadily through the first three quarters. A number of factors contributed to…

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What Can You Expect From the New Tax Law in 2019?

A new year is here, and with it comes a flood of year-end tax documents like W-2s, 1099s and others. Before you know it, the…

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Why Do You Need a Will?

According to the global analytics firm Gallup, only about 44% of Americans have created a will. This finding may not surprise you. After all, no…

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Adopt a New Financial Mindset in 2019

Are you worried about saving for retirement? You’re not alone. According to a recent study from Gallup, retirement is America’s top financial worry. Nearly 60 percent of Americans are worried that they won’t have enough money to retire comfortably.1 However, a study from Wells Fargo…

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3 Steps You Can Take to Boost Your Retirement Plan in 2019

Holiday season is here again. The new year is almost upon us, and 2018 will soon be in the rear-view mirror. You’re probably busy right now looking for the perfect gifts for your friends and loved ones. However, you also may want to take some…

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Investing Means Tolerating Some Risk

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. All true. If you want to accumulate significant…

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