TIME TO THINK ABOUT YEAR-END INVESTMENT MOVES

We’ve still got a couple of months left in 2018, but it’s not too soon to start thinking about some year-end investment moves that might benefit you. Here are a few possibilities (although not all will apply to your situation):

Add to your IRA. For the 2018 tax year, you can put up to $5,500 into your traditional or Roth IRA (assuming you are eligible), or $6,500 i

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WHAT SHOULD INVESTORS KNOW ABOUT RECENT VOLATILITY?

As you may have heard, the stock market has been on a wild ride lately. What’s behind this volatility? And, as an investor, how concerned should you be?

Let’s look at the first question first. What caused the steep drop in stock prices we experienced on a few separate days?

Essentially, two main factors seem to be responsible. First, some good economic news may

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CONSOLIDATING ACCOUNTS LEADS TO CLEAR FINANCIAL STRATEGY

None of us can completely control all the things that happen to us. Yet, when it comes to achieving your long-term financial goals, including a comfortable retirement, you do have a great deal of power – as long as you follow a clear, well-defined financial strategy. And one way to help build and maintain such a strategy is by consolidating your financial acco
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CAN YOU COUNT ON A BOUNTIFUL INVESTMENT “HARVEST”?

We’re officially in autumn – the season when we bring in what we planted in the spring. But the concept of planting and gathering isn’t confined to agriculture. In fact, it can be used in many walks of life, including investing. So what can you do to help work toward a successful investment “harvest”?

Here is (not quite) a bushel of ideas:

• Plant the right “see

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WHERE YOU LIVE AS RETIREE CAN AFFECT FINANCIAL STRATEGIES

Upon retiring, many people relocate to enjoy a more favorable climate, or to be closer to grown children, or to live in an area they’ve visited and enjoyed. If you, too, are thinking of moving someday, you’ll want to study possible locations, but you also need to be aware that where you eventually decide to live can greatly affect your savings and investment st
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SAYING “I DO” MIGHT MEAN “I CAN’T” FOR ROTH IRA

June is a popular month for weddings. If you are planning on tying the knot this month, it’s an exciting time, but be aware that being married might affect you in unexpected ways – including the way you invest. If you and your new spouse both earn fairly high incomes, you may find that you are not eligible to contribute to a Roth IRA.

A Roth IRA can be a great way to sav

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NEWER INVESTORS: DON’T PANIC IF BEAR MARKET RETURNS

If you’re in your twenties or thirties, you might be starting to focus more on investing to reach your financial goals. Because of this, you also may be more attuned to moves in the financial markets. Depending on your age, you may have only experienced the bull market of the past nine years, so you might not know what to expect – or how to respond – whenever the nex
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WHAT SHOULD INVESTORS KNOW ABOUT RECENT VOLATILITY?

As you may have heard, the stock market has been on a wild ride lately. What’s behind this volatility? And, as an investor, how concerned should you be?

Let’s look at the first question first. What caused the steep drop in stock prices we experienced on a few separate days?
Essentially, two main factors seem to be responsible. First, some good economic news may

Read more