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Investing Habits for Success: Strategies for Building Long-Term Wealth
There is no one-size-fits-all perfect retirement investment strategy. Although the destination of a stable, comfortable and worry-free retirement is universal, …
Welcome to Our Financial Tips Blog
We believe that knowledge is the key to making informed decisions about your financial future. Our blog is designed to provide you with a wealth of valuable insights, tips, and strategies on everything from financial planning and wealth management to taxes, estate planning, Social Security, and more.
Whether you're preparing for retirement, navigating complex tax laws, or looking for ways to preserve your legacy, our blog serves as an invaluable resource. Each post is crafted by our team of financial professionals, ensuring you receive relevant, up-to-date information that addresses the real challenges retirees and pre-retirees face today.
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Strategies to Avoid Unwanted Debts
Even the most financially stable households frequently struggle with debt, often because of life factors that are entirely out of their control or necessity. Th…
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Eight Steps to Prioritize Your Finances as You Head Toward Retirement
Eight Steps to Prioritize Your Finances as You Head Toward Retirement Virtually every aspect of investment management or retirement planning can be debated. One…
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What Does Diversifying Your Retirement Portfolio Mean For Your Retirement Plans?
Diversifying your retirement portfolio means spreading your investments across a variety of different asset classes, industries and geographical regions. For ma…
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What Is the Great Wealth Transfer?
The oldest members of the Baby Boomer generation — Americans born between 1946 and 1964 — are in their mid-70s. The youngest Baby Boomers are approaching 60. Ab…
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Do You Need a Financial Planner or a Retirement Planner?
When it comes to planning for your financial future, you can work with a variety of professionals. Two of the most common are financial planners and retirement …
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How to Start Planning for Healthcare Costs in Retirement
As we age, healthcare becomes increasingly important. Getting older means that some of our “original parts” start to wear out and need servicing or replacement.…
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Retirement Planning for Small Business Owners: Five Planning Strategies for the Future
As a small business owner, it's important to plan for your retirement. Without the safety net of a corporate pension plan or, in some cases, an employer-sponsor…
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How Can a Divorce Impact Your Finances and Your Credit?
Divorce does not have a direct impact on your credit score. The state or your lawyers don’t report your divorce proceedings to any of the credit rating agencies…
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Everything the Younger Generation Should Know Before Starting a 401(k)
From a young person’s perspective, the ideal 401(k) strategy is usually to start as early as possible and maximize employer match if it’s available. Compound gr…
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Can Delaying Your Retirement Actually Benefit You?
Potentially yes – in two important ways. First, the extra income you earn during those final working years can go toward savings and help sustain you in retirem…
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What Is an ETF and How Can They Help or Hurt Your Portfolio?
An Exchanged-Traded Fund (ETF) is essentially a bundle of stocks traded under a single fund – similar in many ways to a mutual fund. Funds often track a specifi…
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