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September 5, 2023
Should You Retire at the Same Time As Your Spouse?

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully […]

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September 2, 2023
The Risk of Reverse Dollar-Cost Averaging for Retirees

After a lifetime of working, retirement is a time that we should be able to relax and enjoy ourselves. Unfortunately, retirement is stressful for many people simply because of the financial implications of living on a limited budget and keeping a close eye on dwindling savings. One common mistake that many retirees make is reverse […]

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August 31, 2023
The Pros and Cons of Investing in a 529 Plan for College

If you’re a parent of a child who may be heading to college in the future, it’s likely that you’ve thought about how to pay for their tuition. But paying for college is no small feat—with tuition rates constantly rising, college is a huge investment. One of the best ways to be prepared for the […]

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August 30, 2023
Passive Income Investments: How to Make Your Money Work for You

Income is the key to building wealth and is usually associated with working a full-time job. But what if you could potentially increase your income without working any extra hours? Passive income is defined as money that’s earned with little to no daily effort. While there may be some extra work involved in setting up […]

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August 29, 2023
Retirement Calculator: Are You On Track to Reach Your Goals?

Thinking about retirement can be overwhelming, especially when considering what life may be like living on a fixed income. One of the best ways to improve your financial health in retirement is to start planning early. Here are some things to consider when planning for retirement and how to stay on track with your goals […]

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August 28, 2023
Living the Dream: How to Plan for Your Ideal Retirement

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it involves traveling the world or staying comfortable at home. The most important thing about retirement is that you have the time, money, and space to do […]

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August 24, 2023
How to Stop Subconsciously Sabotaging Your Financial Goals

How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions and strong willpower.1 Sometimes, that’s because we’re setting unattainable goals. Other times, we’re missing the big picture and setting our goals with blinders on.2 Either […]

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August 23, 2023
More than Finances: The Benefits of Holistic Advice from Financial Professionals

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall, like eating a balanced diet and getting an adequate amount of exercise. Keeping our bodies healthy means improving our quality of life. So why don’t we take this approach […]

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August 22, 2023
The Basics of Keeping a Balanced Investment Portfolio

Whether you’re brand new to investing or you have an established portfolio, balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like? And how do you keep your portfolio consistently balanced? Here are the dos and don’ts of balancing your portfolio and […]

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August 19, 2023
Money Management 101: Tips for Your Kids Entering the Workforce

When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know how to practice healthy financial habits. Here […]

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August 17, 2023
Pre-Retirement Preparedness: Planning for Your Career Exit

This is it. You’re zeroing in on your retirement years. You’ve been planning this for decades, but are you really ready? If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career. Here’s what you should be doing to prepare.  Invest for Growth and […]

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August 16, 2023
Retirement as a Single Woman

If you’re in the 29 percent of women between ages 50 and 64 who are single, you may be wondering what retirement will look like. Saving and planning for retirement is already a difficult journey for many, and those who rely on a single income face even more unique challenges than those who are married or partnered. […]

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