Choosing the right financial advisor can be tough. How do you know if it’s the right person to manage your life savings?
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When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. But, the truth is that a
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The basics:
In recent blogs, I have addressed a wide variety of topics I believe you will find of interest. My goal is to help educate you and provide
It can be incredibly rewarding to start and own a successful small business. But one thing that many small business owners may not think about is a retirement
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Retirement is one of the biggest life changes we experience in our adult lives. Going from receiving a paycheck to living off the wealth you have amassed is no
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There’s no doubt that it feels great to help someone in need through charitable giving. Here are some important things to consider when thinking about donating
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As individuals move from job to job or employer to employer, they are faced with decisions about what to do with their retirement accounts. Early retirement
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Today – March 9 – is the eleventh anniversary of the crescendo of global panic that marked the bottom of the bear market of 2007-09.
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As February began, most investors were keeping a cautious eye on the coronavirus that was spreading in China. While there were isolated outbreaks around the
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Unlike Social Security, which people tend to think about many years before claiming, Medicare is almost an afterthought. As long as people are working and
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On Friday, January 17 – after a spectacular 40% run-up that started the day after Christmas 2018 – the Standard & Poor’s 500-Stock Index closed at 3,329.62.
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Prior to 2020, when a non-spouse beneficiary inherited a traditional retirement account, that beneficiary was eligible for a planning strategy known as a
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