Category Archives: Financial Planning

Buying an Annuity? Questions to Ask Your Advisor before Writing the Check

So you’ve arrived at the decision to purchase an annuity. And why not? Properly structured annuities can afford you a principal you can’t lose, a foundation of income you cannot outlive, and in most cases, an opportunity to reap investment … Continue reading

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If You Are Worried About Your Reitrement, You Are Not Alone

Retirement might be years away for you, but you have this persistent nagging feeling inside.  You might even be comparing your financial situation to specific friends, coworkers, or peers around you. You observe that you are the less financially prepared … 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 1

here once was a time when hardworking Americans looked forward to reaching the milestone age of 65; an age at which they the good-old company pension — not to mention the monthly Social Security check — would finally kick in, … Continue reading

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Retirement Planning: A Recipe For Success

Planning your investments to build a retirement fund can be a dizzying prospect. The various questions and options and details and accounts and amounts are enough to make anyone’s head spin.  Wouldn’t it be nice if there was a generic … Continue reading

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Meeting with an Advisor: Be Prepared

When we go to the doctor, we are all used to hearing those basic questions that they start their check-ups with: “Do you drink?… Do you smoke?… How much exercise do you get a week?… Are you experiencing any pain?” … Continue reading

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