If you’re like many investors, the thought of paying capital gains taxes on your successful investments might feel overwhelming. But what if there was a
Birthday celebrations at 50 and each year after can be meaningful opportunities to reflect and feel grateful for life’s journey. Some also mark important
Can you relate to any of the following?
- “I should have bought that stock before the company went public!”
- “What a shame — I wish I had invested in that new
How much do you really know about retirement benefits?
If you’re like most Americans, it’s not that much. In fact, most of us have fairly poor “retirement
A power of attorney (POA) can grant you certain authority and specific responsibilities. While the extent and limitations of POAs can vary based on many factors
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With healthcare costs often resembling an unpredictable market, and long-term care expenses looming, the post-work years require careful financial planning
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How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly
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What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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Smart investing doesn’t happen in a vacuum.
Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
That’s rattling a
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Mortgage rates have risen above 7%, leaving many buyers feeling like a reasonable mortgage is out of reach. While current rates look high compared to the ultra
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What happens when you start to feel afraid or greedy?
Do you feel like taking your time and waiting to make your next move?
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If you know what mistakes tend to drain retirement savings, you can take caution, make more informed decisions, and stay on track to fund your dream retirement.
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