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 ac…
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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 th

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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 t

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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 …
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PUT A TRUSTED ‘QUARTERBACK’ ON YOUR FINANCIAL TEAM

On February 4, the eyes of most of the country – and much of the rest of the world – will be on Minneapolis, site of the most-watched football game in the U.S. As a fan, you can admire the way quarterbacks in the Big Game direct their teams. But as an investor, you can learn something from the big game by putting together your own team to help you achieve your finan…
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DURING HOLIDAYS, BE EXTRA VIGILANT ABOUT PROTECTING FINANCIAL DATA

To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that’s only part of the picture. You also need to protect your financial assets in various ways. One such method is guarding your personal information – especially any information that could be linked to your financial accounts. It’s ob…
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