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Articles

Navigating Your Best Retirement Plan Options

Retirement plan questions arise at various phases of your career: getting your first job, moving to a new employer, or possibly receiving a promotion or new appointment. It can be overwhelming to

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The Traits of a Good Investor and How Women Can Make the Most of Them

Many women manage their own money. This includes women who have always been doing so and women who are relatively new to the world of investing, for whatever reason.

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Estate Planning During an Unpredictable Year

Wealth managers and estate planners encourage their clients to prepare for the unexpected and one word synonymous with 2020 is unpredictable. With recent market volatility, the upcoming general

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Teaching Your College-Age Child About Money

When your child first started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child

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Rollovers from Employer Retirement Savings Plans: Factors to Consider

There are many factors to consider when deciding whether to roll over a distribution from a 401(k), 403(b), or governmental 457(b) plan1, and where your rollover dollars should go if you decide to

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Closing a Retirement Income Gap

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to

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Do I Need a Living Will?

The short answer is yes, you need a living will.

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Creating Your Financial Planning Roadmap

A map is a wonderful tool. If you are lost or find yourself in unfamiliar surroundings, a map can be used to help you pinpoint where you are.  Once you get your bearings, the map can be used to

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Turbulent Times: Bear Markets Come and Go

The longest bull market in history lasted almost 11 years before coronavirus fears and the realities of a seriously disrupted U.S. economy brought it to an end.1

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Investing in Uncertain Markets

“If you don’t know where you’re going, any road will take you there.”  (Cheshire Cat from Alice in Wonderland)

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