January 2020

Staying on Track with Your Retirement Investments

Investing for your retirement isn\’t about getting rich quick. More often, it\’s about having a game plan that you can live with over a long time. You wouldn\’t expect to be able to play the piano without learning the basics and practicing. Investing for your retirement over the long term also takes a little knowledge […]

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Estate Planning Checklist

One of the first steps you’ll take in the estate planning process is determining how much planning you’ll need to undertake. Two key components of your initial needs evaluation are an estate analysis and a settlement cost analysis. The estate analysis includes an in-depth review of your present estate-settlement arrangements. This estate analysis will also

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Investing for Major Financial Goals

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don\’t take any money out until you\’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn\’t it? But that\’s what investing without setting clear-cut goals is like. If you\’re

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Six Tips To Take Control of Your Financial Health

Similar to taking care of your personal health by proactively incorporating healthy habits and annual checkups, you can also take control of your financial health when you are proactive and engaged in managing your finances. And also like your physical and mental health, your financial health requires an ongoing commitment and focus in order to

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