Recent Posts from Admin

Recently, one of our advisors, Joyce, ran into an acquaintance at the grocery store who’s been retired for about six months. Naturally, Joyce asked …
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Travel back 50 years, or so. When you were little, did you ever team up with your siblings or friends to try and build something? Maybe a blanket …
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If we were to ask you who faced the most financial risk in retirement from the following list, which would you choose: married women in two-income …
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A recent study revealed that just 20% of Americans believe stocks will be the best investment over the next 10 years1. Clearly, people are worried …
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I just turned 64, I’ve been retired for a few years, and I’m claiming Social Security. However, I’ve started to become a little restless, so I’m …
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The use of auto features in 401(k) plans has continued to climb in popularity over the past decade. In fact, auto features such as automatic …
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If you’re serious about saving and you contribute the maximum to a tax-deferred retirement account such as a 401(k) or IRA, you should be commended. …
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As an investor, there are a lot of things that can cause you to panic and make hasty decisions with your money. Fortunately, if you have a good …
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Your entire working career, you’ve paid taxes. Income taxes, Medicare taxes, Social Security taxes – just to name a few. And perhaps you thought …
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