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As an investor, getting through a correction means having the poise to ride out short-term volatility. Here’s a quick refresher: a correctio

In the face of the market downturn after the COVID-19 outbreak, you may be in a unique financial situation. The COVID-19 pandemic has shaken

The CARES Act waives the 10% early withdrawal penalties on 401(k) plans, giving some account owners up to three years to replace what they t

Deferred annuities may offer protection of your principal. Fixed deferred annuities guarantee your principal and a minimum rate of interest

A SEP can be established by sole proprietors, partnerships, and corporations, including S corporations. If you're like many small business

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have seve

Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several dif

“What can we do to not run out of money in retirement?” and “Will we have enough money to last as long as we are retired?” Those are the two

In the past, we’ve talked about the importance of being prepared for retirement. Of course preparation is different for everyone. For one, w

It’s not always easy for small business owners to pinpoint the best lender for a microloan of under $50,000. After all, most major banks are

Congratulations! You have accumulated a nice “nest egg” – or a large lump sum for your retirement. But, believe it or not, just having a hef

When venturing into the great unknown, you wouldn’t travel without a GPS or a map. They are a “must-have” for reaching your destination. And

In some industries, the competition for good employees is as big a battle as the competition for customers. As part of a benefits package to

I don’t know about you, but most people don’t like exams – either taking one or having one done to them. But there’s no need to panic over y

When the economy is tooling along and we find ourselves facing only an occasional hiccup in our money matters that falls short of expectatio

If you worry that your money won't last your entire retirement, you're not alone. As of 2017, the average 65‑year‑old man can expect to live

Purchasing or refinancing a commercial real estate (CRE) property can help a business owner build personal net worth and strengthen their bu

Investment planning is different from retirement planning and as retirement age Americans sit helplessly waiting for a cure to COVID-19, ret

Does the prospect of saving for retirement seem more daunting than ever? You may be concerned with market losses, the risk of outliving your

IUL vs 529 Plans | 1. Don’t Do Anything Strangely, this is a form of savings. Here’s why: If you don’t save....