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A Financial Plan Is a Living Document

  Creating a financial plan that you are committed to can be a way to help gain peace of mind in your finances while you’re still living, and for your loved ones after you’re gone.  It can take time and effort to organize and prepare a financial plan that meets…

What Kind of Retirement Do You Want?

  Retirement is no longer viewed as a time to slow down, but is now considered a new beginning in life.  That means your current living expenses may have very little to do with your retirement expenses.  You need to give serious thought to the type of retirement you want—visualize…

Keep Track of Retirement Accounts

  Most of us change jobs at least twice before retiring, leaving a trail of retirement nest eggs behind us. Now that defined-contribution plans are much more prevalent than defined-benefit plans, we have more responsibility for financing our retirement.  So it’s important to manage our retirement accounts actively.  But how…

The Psychology of Saving Money

  Saving money sounds simple. You set aside a portion of what you earn on a regular basis and watch your money grow. As a result, you’re more prepared for emergencies, feel more financially stable, and are better able to achieve what you most want. But in reality, saving is…

Investment Answers Winter 2020 News

  With the turning of the decade, many important changes for inherited IRAs have gone into effect.  As of January 1, 2020, the SECURE Act (Setting Every Community Up for Retirement Act of 2019) has gone into effect. This Congressionally approved bill is intended to: 1) Help reduce the costs…
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