WORK TO ACHIEVE YOUR FINANCIAL INDEPENDENCE
Over the past few months, just about everyone has felt the loss of some type of freedom, whether it’s being able to travel, engage in social gatherings or participate in other activities we previously
Author: Shawn D. Wall
STICKING TO BUDGET CAN BOOST YOUR EMERGENCY FUND
During the coronavirus pandemic, our health concerns – for ourselves and our loved ones – have been at the top of our minds. But financial worries have been there, too, both for people whose employment
CARES ACT OFFERS HELP FOR INVESTORS, SMALL BUSINESSES
As we go through the coronavirus crisis, we are all, first and foremost, concerned about the health of our loved ones and communities. But the economic implications of the virus have also weighed heavily on our minds. However, if you’re an i
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WHAT SHOULD RETIREES CONSIDER DOING IN A DOWN MARKET?
The health aspect of the coronavirus affects everyone – we’re all concerned about our well-being and those of our loved ones and communities.
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However, the economic impact may vary among different age groups – and if you’re retired or about
IT’S NOT EASY, BUT LOOK PAST THE MARKET SELLOFF
These are challenging times. Like everyone, you are concerned about keeping your family safe and healthy, and you’re doing your part to help protect your community from the effects of the coronavirus.
NEW RULES FOR RETIREMENT PLAN CONTRIBUTIONS, WITHDRAWALS
If you’ve had an IRA or 401(k) for a long time, you’re probably pretty familiar with the rules governing withdrawals and contributions – because, for the most part, they haven’t changed in years. And you may also know what’s going to happen t
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PROTECT YOURSELF AGAINST LONG-TERM CARE COSTS
If you’re fortunate, you’ll live independently and in good health throughout your retirement years. However, if you ever needed some type of long-term care, such as a stay in a nursing home, would you be financially prepared?
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To answer thi
IS MARKET TIMING A SMART INVESTMENT STRATEGY?
You may have heard that timing is everything. And in many walks of life, that may be true – but not necessarily when it comes to investing.
To understand why this is so, let’s look at three common mistakes investors make:
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To understand why this is so, let’s look at three common mistakes investors make:
Selling investments a
TAKE GREATER CONTROL OF YOUR 401(K)
If your employer offers a 401(k) or similar plan, you’ve got a powerful retirement-savings tool at your disposal. And yet, how well you do with your 401(k) depends greatly on your choices and actions. What steps can you take to maximize the b
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YEAR-END – TIME FOR SOME NEW YEAR’S FINANCIAL RESOLUTIONS
Have you thought about your New Year’s resolutions for 2020? When many of us make these promises, we focus on ways we can improve some form of our health. We vow to get more physically healthy by
USE YEAR-END BONUS (OR GIFT) WISELY
As 2019 draws to a close, you may be anticipating – or have already received – a year-end bonus from your employer. Or you might be receiving a substantial cash gift for the holidays. (If you’re really lucky, you might get both.) You can doubtl
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DON’T CHANGE 401(K) MIX DURING MARKET DROPS
As you’re well aware, we’ve seen some sudden and sizable drops in the financial markets in 2019. While market volatility is nothing new, the recent plunges happened during a period of general political and economic unease. Still, it can be
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IS YOUR ‘DIGITAL ESTATE’ IN ORDER?
If you spend a lot of time on the internet, you’re not just shopping or being entertained, or following the news or participating in an online community. You’re probably also dealing with accounts
LEAVING YOUR JOB? WHAT HAPPENS TO YOUR 401(K)?
If you’re in the early stages of your working life – or even in the not-so-early ones – the chances are pretty good that you will change jobs at some point. When that happens, you’ll probably leave a few things behind – but will one of them be your
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HOW SHOULD YOU RESPOND TO WILD SWINGS IN FINANCIAL MARKETS?
What’s going on with the financial markets? Specifically, what’s behind the price swings of the past several weeks? And, more important, how should you, as an individual investor, respond?
To begin
LIFE EVENTS CAN LEAD YOU TO SEE A FINANCIAL ADVISOR
Over the years, you’ll experience many personal and professional milestones. Each of these can be satisfying, but they may also bring challenges – especially financial ones. That’s why you may
HOW DOES SOCIAL SECURITY FIT INTO YOUR RETIREMENT INCOME STRATEGY?
It might not be on your calendar, but Aug. 14 is Social Security Day. Since it was enacted on Aug. 14, 1935, Social Security has provided some financial support for millions of Americans during their
ESTATE PLANS CAN HELP YOU ANSWER QUESTIONS ABOUT THE FUTURE
The word “estate” conjures images of great wealth, which may be one of the reasons so many people don’t develop estate plans – after all, they’re not rich, so why make the effort? In reality,
WORK TOWARD YOUR OWN FINANCIAL INDEPENDENCE DAY
Once again, it’s time for fireworks, picnics and parades as the nation celebrates Independence Day. Collectively, we enjoy many liberties, but some freedoms can be elusive – and financial freedom
QUESTIONS TO ASK YOUR FINANCIAL ADVISOR
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what you’d like to ask. Here
FINANCIAL TIPS FOR ALZHEIMER’S CAREGIVERS
If you are, or will be, a caregiver for elderly parents or another close family member living with Alzheimer’s disease, you may experience some emotional stress – but you also need to be aware of
WHAT CAN YOU DO WITH YOUR TAX REFUND?
We’re getting close to the tax-filing deadline. For many of us, this means it’s that time of year when we get our biggest financial windfall – a tax refund. If you have recently received a refund,
TIME FOR SOME FINANCIAL SPRING CLEANING
Spring is here – and for many of us, that means it’s time for some spring cleaning. This year, in addition to tidying up your home, why not try brightening your financial environment? Some of the
WHO CAN YOU TRUST TO REDUCE STRESS OF ESTATE PLANNING?
When it’s time to do your estate planning – and it’s actually never too soon to begin – you may find the process, at first, to be somewhat bewildering. You’ll have many questions: What sort
PUT TOGETHER A PROFESSIONAL TEAM TO HELP YOU REACH YOUR GOALS
As you work toward achieving your goals in life, you will need to make moves that contain financial, tax and legal elements, so you may want to get some help – from more than one source.
Specifically,