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Category Archives for "Investments"

How Much Money Do You Need to Retire Comfortably?

How Much Money Do You Need to Retire Comfortably? Close your eyes and picture your retirement. You may envision yourself strolling on a tropical beach, working on hobbies around the house, volunteering for a beloved cause, or playing with a grandchild. You probably don’t picture yourself hunched over bills and bank statements, trying to make […]

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How Advisor Philosophy Affects Returns

How Advisor Philosophy Affects Returns The right financial advisor can help you achieve your financial goals faster and manage your money more efficiently. However, financial advisors are not one-size-fits-all. The best financial advisor for you may be very different than the best financial advisor for your coworker, neighbor, or even family member. There are financial […]

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The Top 7 Questions You Should Be Able to Answer About Your Finances

The Top 7 Questions You Should be Able to Answer About Your Finances For many Americans, money is a taboo subject – right up there with sex, politics, or religion as topics to be avoided in polite company. The discomfort surrounding money leads to financial ignorance where grown adults don’t know the basics of their own finances and are afraid to ask. Unfortunately, […]

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Understanding Social Security and When to Take Your Benefits

Understanding Social Security and When to Take Your Benefits When planning for retirement in the United States, Social Security is the common denominator for the vast majority of workers. After spending your working life paying into the system, being eligible to collect Social Security benefits is one of the hallmarks of American retirement. Social Security is […]

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