Category Archives: Blog

A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man.    What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group. … Continue reading

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Is Your Retirement Plan Ready for a Market Downturn in 2018?

If you’ve kept an eye on the markets in the past year, you know that 2017 was a banner year for stocks. In fact, both the Dow Jones and the S&P 500 celebrated the launch of 2018 by reaching record … Continue reading

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How Could Tax Changes Affect Your Financial Plan

After months of debating and revising, Congress closed out 2017 by passing the new Tax Cuts and Jobs Act on Wednesday, December 20, 2017, which was subsequently signed into law by President Trump. Since the campaign trail, President Trump has … Continue reading

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For Retirement, Income Matters as Much as Savings

A recent poll of pre-retirees suggests that truth risks being ignored. Steady income or a lump sum? Last year, financial services firm TIAA asked working Americans: if you could choose between a lump sum of $500,000 or a monthly income of … Continue reading

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Love and Money: Financial Planning Considerations for Couples

If you do a simple search on the topic of relationships and finances, you’ll come across many sobering statistics. For example, you’ll find that money is the primary reason for arguments between couples, with many couples averaging three fights per … Continue reading

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Good Reasons to Retire Later

Working longer might work out well for you. Are you in your fifties and unsure if you have enough retirement savings? Then you have two basic financial choices. You could start saving and investing more of your pay than you currently … Continue reading

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Avoiding the Money Pitfalls of Past Generations

Take these financial lessons to heart.    You have a chance to manage your money better than previous generations have. Some crucial financial steps may help you do just that.   Live below your means and refrain from living on margin. How … Continue reading

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Can We Afford to Live to 100?

Our increased longevity poses a retirement planning challenge. Some of us may retire at 65 and live to 100 or 105. Advances in health care may make this a strong possibility. The corresponding question is: will we outlive our money? More … Continue reading

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How To Talk To Your Family About Your Estate Plan

If you’ve created an estate plan, you are one step ahead of half of Americans who have yet to do any estate planning at all. But there may be a crucial step that you are unknowingly neglecting, and that is … Continue reading

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Does Someone You Know Need a Financial Second Opinion?

You don’t have to be neck-deep in the financial field to know that the markets have been at all- time-high levels recently. Did you know that since the November 2016 election, we’ve had over 50 record-high market closes? Many investors … Continue reading

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