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Traditional 401(k) Allocation Options
If you’re eligible to save in your employer’s 401(k) plan, you might have questions about your allocation options. While 401(k)s are significantly simpler than …
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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What Does It Mean to be a Beneficiary?
A beneficiary is the person who is chosen to receive the proceeds of a trust, will or insurance policy. These legal documents or contracts will name one or more…
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Should You Use Your Employer Sponsored Retirement Savings Plan?
If you’re a current retirement saver or you’re starting to look at your options, you may have seen articles about the ongoing debate between self-directed indiv…
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Three Reasons to get a Second Opinion on Your Retirement Planning
There’s a misconception that financial advisors and investment managers are primarily there to help unsophisticated retirement savers who haven’t spent a lot of…
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What Kinds of Stocks Are Known for Paying Dividends
When investors or advisors refer to dividend stocks, they’re usually referring to specific companies and shares that regularly pass a significant percentage of …
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What Is Futures Trading?
Contract agreements and commodity deliveries for a specific date can be bought and sold on special auction markets known as futures markets. These “futures” are…
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What Is a Stock Buyback or a Stock Split?
Many publicly traded companies initiate stock splits or buybacks based on the market and the performance of their company’s stock. Investors who currently hold …
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How Envisioning Your Retirement Helps With Creating a Plan
What do you want from your retirement? The answer to that question should play a significant role in guiding your retirement savings decisions. Many people are …
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How to Build Wealth After Retirement
Your nest egg doesn’t stop growing the second you stop working and making contributions to your 401(k) or IRA. Your wealth can continue to grow if your retireme…
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How to Protect Your Assets From Inflation
Wise investments with valuations that trend parallel with increasing consumer costs are the ideal way to protect your wealth from inflation. Unfortunately, your…
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Misconceptions About Annuities
It’s a bad idea to buy a fixed immediate annuity when interest rates are low. This can be a complicated issue for some investors, but as with all things in reti…
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What Are the Four Primary Types of Annuities?
There are many different types of annuities, but most fall under the umbrella of one of four primary categories: Immediate Fixed Annuities Deferred Fixed Annuit…
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