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The innate wiring built to survive pre-modern times can be counterproductive in our modern world, especially when it comes to investing.

As a business owner, ascertaining the value of your business is important for a variety of reasons, including business succession, estate ta

Bonds used to support essential services, such as water or sewage, are also considered less risky. These services are normally unaffected by

Unlike conventional U.S. Treasury bonds, the principal amount of Treasury Inflation-Protected Securities, or “TIPS,” is adjusted when there

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one, here are some

Indexed Universal Life offers a guaranteed income-tax-free death benefit and can protect a portion of retirement income and assets from mark

Government employees face unique financial planning considerations as they save for retirement and other goals. TSPs offer six different...

Annuities come in all sorts of flavors, but the two primary flavors are fixed annuities and variable annuities. One type of fixed annuity, t

Annuities Grow In Popularity As Stock Market Volatility Creates a Retirement Savings Flight to Safety. Analysts say volatility in the stock

Pandemic of 2020 has forced 33% of workers to take a loan and/or withdrawal from qualified retirement accounts. According to Jennifer...

At retirement, our growth investment plans become income investment plans. What happens when a growth plan becomes an income plan? Split Ann

The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement

Are you under the age of 59 1/2? The Retirement Red Zone is defined as the 10 years before and the 10 years after retirement. It's a critica

With record numbers of baby boomers retiring, many new trends are coming into the retirement landscape. Among boomers, there is one growing

After we enjoyed the sweet ride of an 11-year bull market, market volatility is back in style now. Where things will go from here is anyone'

As a licensed fiduciary for over 15 years and spending most of that time with retirees, I’ve heard the same desires and concerns repeatedly:

The holidays are a time for family gatherings, and it’s a good bet that at many of them, a couple of the adult “kids” huddled together and a

Is a lump sum offer from an employer a better choice than a pension annuity for life? The former provides an immediate up-front amount (say

Retirement isn't that complicated. You either save enough -- or you come up short. But answering the question "do I have enough money to ret

If you asked a hundred financial advisors about what they use to construct retirement strategies, you would surely get as many opinions as t