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.
Two
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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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As a new year approaches, it is only natural for us to reflect on how things went in 2019. Personal and professional accomplishments may take center stage. Or
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As a financial planner who specializes in helping people make sure they have enough money to retire, I’m distressed when people put off their planning.
Even
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The stock market volatility in late 2018 and early 2019 was quite something, yes?
A big crash in December was headlined as “The worst December since the Great
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You’d like to have an idea of when you can retire, right?
You’ve told everyone you’ll be so ready. Sometimes you close your eyes and smile, imagining your
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Let me guess.
You’re aching to retire, and you’d be counting the days…if only you knew how many you had left until you could afford to stop working.
You punch
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In my last article I promised I would show you some tools and strategies you could use to create an income stream for retirement that is both insulated from
The stock market had a big drop last week. In fact, it was the biggest decline since April.
Lots of people are frightened. But the question is, should you
CFP®, CWS®, CFA®, PFS® - there are so many acronyms, but what do they all mean?
Have you ever wondered about the education needed, the exam process, or
