Money Management 101: Tips for Your Kids Entering the Workforce
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job...
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The Basics of Keeping a Balanced Investment Portfolio
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Living the Dream: How to Plan for Your Ideal Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t...
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Retirement Calculator: Are You On Track to Reach Your Goals?
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
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Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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How to Plan Long-Term Care Before You Need It
It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning...
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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach
I am always happy to accept new clients and referrals.
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