Monthly Archives: December 2012

A Few Answers on Annuities

As you near retirement age, your portfolio should begin to exhibit a good bit of diversity.  Sometimes, that makes it necessary to look further afield for products that meet your investment needs.  Often, that search will lead you to annuities. … Continue reading

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Simple Strategies for Beefing up Your Savings

If you’re like most Americans, no matter how old you may be, you’ve had the importance of saving money beat into your head ever since childhood. Even now, as an adult, you can almost hear your parents voicing didactic phrases … Continue reading

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How to Sail Through the Sea of Mutual Funds

When you try to choose a mutual fund to invest in, it can be an extremely daunting task.  It’s easy to get lost in the sea of choices between thousands of mutual funds and tens of thousands of share classes. … Continue reading

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Living Apart, Together?

Retirement comes with myriad decisions – most made jointly with a significant other, and while these decisions have been years in the making, one still stands out as being a difficult choice for couples to make – deciding where to … Continue reading

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Beyond 65: Why Just 5 Years Can Make all the Difference, Part II

In Part I of this two-part article, we covered the significant change in the retirement landscape, changes that for many Americans means that forestalling their retirement by a few years is not only necessary, but also highly advantageous. In fact, … Continue reading

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