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Are You Prepared For Stock Market Volatility?

The stock markets have been like raging bulls over the last decade. It’s easy to forget what happens when it suddenly turns. Are you prepared for market volatility?
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Inflation and Retirement

Inflation is currently a major concern for most Americans, especially those who are getting close to or already retired.
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Retirement Mistakes

Explore some of the most common mistakes people make getting up to and into retirement – and how YOU can avoid them!
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The Gift Of Education

The gift of education can be one of the greatest gifts you can give to a child, grandchild, or even another family member. There are also some tax-advantaged savings vehicles you can use for saving in this way. We’ll also talk about the 529 savings plan!
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The Importance of Long Term Care

You probably don’t think you’ll need it, but then again, 7 out of 10 eventually will. And, it can totally destroy a retirement portfolio!  Will that happen to you or a loved one?
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Birthday Milestones In Retirement

As you approach retirement age, there are certain birthdays, 9 of them in fact, that create new opportunities and new actions you need to take!
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The Loss Of A Spouse

Have you recently lost your spouse? Did your spouse take care of all the household finances – and now you don’t know where to start? This situation is more common than you think.
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Estate Planning-Get It In Writing

Do you think that estate planning is only for the wealthy?  You may want to re-think that idea if you want a say where your assets go when you pass away, or you want to say who’ll provide you with assistance while you’re still living!
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The Tool Or The Strategy

What came first: The chicken or the egg? There’s a certain order to things, and the same thought applies to retirement planning. What comes first: The Tool or the Strategy? Stay tuned to find out more!
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RMDs and QCDs

If you’ve saved for your retirement in tax-deferred retirement accounts like IRAs and 401ks, you’ll have to take Required Minimum Distributions.
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