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This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost.
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IRS Woes: Don’t Let Taxes Derail Your Retirement Plans
All United States citizens are subject to income tax from the federal government, even those who are retired. Living on a fixed income in retirement can be difficult, so it’s
Divorce and Retirement: Here’s What You Need to Know
Divorce is never an easy experience, whether you’ve been married for decades or just a few years. Negotiating a divorce settlement can be complicated by lingering emotions, custody battles, and
Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps
Goal-setting. It’s the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn’t just help connect the dots; they
How Habits can Impact Your Finances
When people choose to eat healthier or lose weight, they know that they have to change their behaviors. That’s easier said than done, which is why weight loss programs and
Why Financial Professionals Are Still Important
With the current popularity of robo-advisors, some wonder what the difference is between an algorithm and a financial professional. Robo-advisors have been able to do something that traditional financial professionals
Sending Your Kids to College: What Should You Really Expect?
It’s no secret that the cost of pursuing higher education is becoming unaffordable, even for affluent families. But if you have aspirations of sending your child to college, it is
How Do I Know if a Financial Professional is the Right Fit?
How do you know if your financial professional is the right person to manage your life savings? It’s an important decision and choosing the person (or team) that will help
Repaying Student Loan Debt – 4 Tips to Get Started
Walking across the stage and receiving your college degree can be the first step toward adulthood. Gone is the structure of education, replaced by the uncertainty of finding your first
Investment Strategy: Where You Are Now vs. Where You’re Headed
From CEOs to athletes, most people striving for a certain level of performance are constantly assessing where they are and where they want to be. Regularly checking in helps them