Does Your Portfolio Fit Your Retirement Lifestyle?
How you choose to live in retirement may be an additional factor to consider when building your portfolio. Most portfolios are constructed b
How you choose to live in retirement may be an additional factor to consider when building your portfolio. Most portfolios are constructed b
Social Security is a critical component of the retirement financial strategy for many Americans, so before you begin taking it, you should c
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that there ar
Looking at their recent track records doesn’t do much to settle the debate. Over the past decade, as a whole, value stocks have not performe
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Next to “When should I claim Social Security benefits?”, one of the more common questions people have is “How much will I receive?” Calculat
Before you add an annuity to your income strategy, it’s prudent to understand what an annuity does and what it doesn’t do. Essentially, annu
Knowledgeable investors are aware that investing in the capital markets presents any number of risks, including interest rate risk, company
You’re young, have little in savings, and might not have anyone relying on you, financially. So, why do you need to think about estate manag
Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing
When interest rates reach historic lows, some investors turn to dividend-yielding stocks when in search of income-generating investments. Wh
At first blush, the idea of a bond that doesn’t pay interest seems oxymoronic. After all, isn’t a bond a debt instrument that pays periodic
TheSECURE Actwas passed into law in late 2019 and changed several aspects of retirement investing. These modifications included modifying th
Whether it’s sports, music, or politics, life holds any number of “great debates”– debates that never seem to reach a conclusion. In investm
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Retirement may look a little different for women, but with the right strategies – and support – you’ll be able to live the retirement you’ve
Understanding credits and deductions is a critical building block to making the tax code work for you. By April 19, 2019, 137million taxpaye
The COVID-19 outbreak has put tremendous pressure on stock prices, prompting some investors to blindly and indiscriminately sell positions a
Get a Free Mortgage Protection Quote: Anyone who has gone through the process of mapping out their retirement knows there can be.......
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