Articles

Money minute: Active vs Passive Investing

Passive investing, also known as index investing, has become a popular strategy among individual and institutional investors alike. If you are not familiar, indexing is an investment approach

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Why Is It Important to Factor Inflation into Retirement Planning?

Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're accumulating assets for retirement, but it will

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Money Minute: Business Retirement Plan Design

Now that you have your business up and running, it is time to start considering which retirement vehicle might be an appropriate fit for your company.

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Don't Wait to Ask Aging Parents These Important Questions

It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being might fall in this category. Many adult

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How Much Risk Can You Take?

Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 Read more

Money Minute: Women's Financial Health Check Up in Your Fifties

When we reach our 50s, we are approaching the final stretch of retirement preparation and need to get serious with our plans. Statistically, women will live longer and experience higher healthcare

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Don't Delay: The Potential Benefits of Starting to Save Now

For long-term investment goals such as retirement, time can be one of your biggest advantages. That's because time allows your investment dollars to do some of the hard work for you through a

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Uncertain Markets Highlight the Importance of Diversification

With the U.S. stock market hitting all-time highs, followed by downdrafts and increased volatility, we are getting some questions about the timing of and preparation for the next major market

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Key Retirement and Tax Numbers for 2018

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction

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Money Minute: Financial Planning in Your 50's. It's Never Too Late to Start

If you are in your 50’s and like many of your generation, you’re looking at your net worth and asking “Is this really all I have?”  Between raising young children, college tuition, home

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