Adopt a New Financial Mindset in 2019

January 3, 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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Investing Means Tolerating Some Risk

December 12, 2018

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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When You Retire Without Enough

December 5, 2018

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a few retirement counselors urge pre-retirees to strive for that goal. If you have $1 million in invested assets when you…

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Does Your Estate Plan Address End-of-Life Needs?

November 6, 2018

You probably know how important it is to have a written estate plan. Even at its simplest, an estate plan helps the courts and your…

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Life Insurance FAQ: Tips for First-Time Buyers

November 1, 2018

Making your first life insurance purchase? That could be a wise decision. No one likes thinking about death, but it’s a risk everyone must face.…

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Retirement: Why It Could Happen Sooner Than You Think

October 24, 2018

For many people, early retirement is the ultimate financial goal. Early retirement gives you the opportunity to enjoy your free time while you’re still young and healthy. You may be able to do things in life that wouldn’t have been possible if you’d waited to…

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Early or Late: When Should You File for Social Security?

October 11, 2018

If you’re approaching retirement, it’s likely that you’ll have to make a decision about filing for Social Security at some point. Social Security provides income to more than 45 million retirees and their dependents. In fact, 90 percent of those age 65 and older rely…

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Adjusting Your Portfolio as You Age

July 18, 2018

If you are an experienced investor, you have probably fine-tuned your portfolio through the years in response to market cycles or in pursuit of a better return. As you approach or enter retirement, is another adjustment necessary? Some investors may think they can approach retirement…

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