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Wednesday, July 27, 2022

In golf, as in finances, there are a few rules of thumb that may improve your game: keep a level head, avoid traps, practice before trying something new and stay the course. Applying lessons from the golf course to your financial life...

Wednesday, July 20, 2022

Doing your homeworkBefore investing in publicly traded securities, it would be wise to do some research--at least enough to understand just what you're investing in. An educated investment decision involves some knowledge of the stock...

Wednesday, July 13, 2022

Because inflation could reduce your purchasing power over time, you'll probably need to contribute more to your retirement plan than you think. What seems like a healthy amount now is likely to feel smaller and smaller over time.Making...

Wednesday, July 6, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong...

Wednesday, June 29, 2022

Almost half of all adults are part of the "sandwich generation." These are adults in their 40s and 50s who are helping support or care for a parent while also supporting or caring for a child.1 Being caught between two generations of...

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Wednesday, June 22, 2022

Though baseball and stock market investing may not seem to have much in common, there are a few key similarities—both are stats-driven and require focus, a relative lack of emotion, and a clear mind. And when it comes to...

Wednesday, June 15, 2022

Over the next twenty years, a wealth transfer will occur that exceeds $30 trillion as the Baby Boomer generation passes the remainder of their wealth to the Millennials and subsequent generations. The Baby Boomers (born 1946-1964) are...

Tuesday, June 7, 2022

If you’re a real estate investor, developer, or landlord, understand that your financial planning needs are unique. Generally, you must be strategic how you run your business and manage your money. If you are a real estate...

Thursday, June 2, 2022

If you've ever wondered why so many lottery winners (an estimated 70 percent) seem to blow through all their winnings so quickly, the answer often lies in two key traits: overconfidence and trusting the wrong people.1 The same holds...

Tuesday, May 31, 2022

When helping people get ready for retirement, financial professionals find the same issues come up over and over. Thinking ahead can spell the difference between a retirement with enough money and a stressful one with difficult...

Thursday, May 26, 2022

With companies downsizing to stay in business and corporate takeovers occurring almost every other day, the only thing certain in anyone’s career these days is change. Take Chris Brown, age 48, for example. After 15 years as a...

Tuesday, May 24, 2022

At every stage of life, you may have financial questions that you don’t know the answers to. But not every question has a definite right or wrong answer because the correct answer depends on your unique situation. Here's a look...

Tuesday, May 17, 2022

As we make our way through 2022, maybe the dream of early retirement has begun to take shape in your mind. Maybe you’re researching when you might first qualify for Social Security retirement benefits (hint: for Social Security...

Tuesday, May 10, 2022

Heading to your first meeting with a new financial professional may be a lot like going on a blind date. Can you have anything in common? Can you click? Can you trust this other person with what's most important to you? A strong...

Tuesday, May 3, 2022

If you have a refund check coming your way, consider using it to bolster your personal balance sheet. According to the IRS, the average refund will be about $3,300, and many receive the money within three weeks of filing their returns...