Grandparents Raising Grandchildren

How can they cope with the financial demands?  When many people hear the word “parents,” they picture a couple in their forties… not a couple in their seventies. The reality is that 6% of kids today live in households headed up by grandparents – a parenting situation that may lead to significant financial stress.1

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Your Financial To-Do List

Things you should be thinking about every year. What are your financial, business or life priorities? Your goals? Specify them, then consider investing…

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Talking About Money Before & After You Marry

No money secrets should stand between the two of you as you wed. No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can lead to a fight and possibly even an impasse in your relationship.

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The Value of Double-Checking Your Retirement

As you approach your “third act,” does it need to be adjusted? Motivational speaker Denis Waitley once remarked, “You must stick to your conviction, but be ready to abandon your assumptions.” That statement certainly applies to retirement planning…

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The Difference Between Good & Bad Debt

Some debts are worth assuming, but others exert a drag on retirement saving. Who will retire with substantial debt? It seems many baby boomers will – too many. In a 2014 Employee Benefit Research Institute survey,…

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Are You Underprepared for Retirement?

A university study serves as a wake-up call.    Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests…

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Will Baby Boomers Ever Truly Retire?

Many may keep working out of interest rather than need.   Baby boomers realize that their retirements may not unfold like those of their parents. New survey data from The Pew Charitable Trusts highlights how perceptions of retirement have changed for this generation.

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A Roth IRA’s Many Benefits


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Why do so many people choose them over traditional IRAs?   The IRA that changed the whole retirement savings perspective. Since the Roth IRA was introduced…

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Yes, Young Growing Families Can Save & Invest

It may seem like a tall order, but it can be accomplished.       Plan to put yourself steps ahead of your peers. If you have a young, growing family, no doubt your to-do list is pretty long on any given day.

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What To Bring To a Meeting with a Financial Advisor

Crucial questions & essential documents.   The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map out a strategy for wealth accumulation or wealth preservation, you may find yourself intellectually and emotionally engaged on a level you hadn’t anticipated.

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