For many people, thinking about retirement is a double-edged sword. On one hand, it’s exciting to contemplate the freedom that comes when you stop working for full time and can devote yourself to projects, travel or spending time with loved ones. On the other hand, retirement planning can be incredibly stressful — especially if you […]
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Losing a loved one is always difficult, and the death of a parent can be particularly unsettling. Many people describe the loss of their parents as being orphaned: No matter how old you are or how well established in your life, this major loss will lead you to reevaluate your place in the world. In […]
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You may not be able to turn back the clock to open your own retirement accounts earlier, but you can set your children and grandchildren up for success with a Roth IRA for kids. Here’s what you need to know. Compound Interest: Time Is on Your Side When you invest your money over a longer […]
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There’s never been a better time to make sure your finances are in order. It’s stating the obvious, but we are now all living through a period in history none of us will ever forget — “uncertain times,” indeed. The impact on our families, communities, and the country as whole has been, and will continue […]
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For long-term investors, it’s important to focus on tried-and-true disciplines that have worked over time more than what the stock market is currently doing or what the talking heads predict the market will do. Rebalancing is one such discipline that can potentially reduce risk and increase long term performance, and may also help reduce some of […]
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There’s great comfort in knowing you can weather the most common “financial emergencies” like a new transmission for your car, a trip to the emergency room and even the dreaded AC unit replacement. It’s important to have an emergency fund in place, but what’s considered a viable amount and how long does it take to build? […]
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The idea of retiring in your 50’s as opposed to your 60’s appeals to many Americans, and for good reason. Why postpone the good life, right? However, if you are serious about retiring early, you need to plan in advance and make sacrifices many years ahead of time. Here are 8 areas to consider if your […]
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It’s no secret that college expenses add up quickly. Nowadays, paying for college takes time and careful consideration of a family’s finances. Good news is there are plenty of saving plans available to help pay for college – the most popular one being the 529 Plan. The biggest appeal of the 529 Plan is it […]
Read MoreWhether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
Whether it's financial planning or investment management or both, we believe confidence should drive every money decision you encounter.
