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60 posts found

Don’t let the “noise” change your investment strategy

In light of recent headlines, we we’d like to focus on a few points circulating through the news and media in order to dispel some myths. As an investor, it …Read More

Time is money with Social Security benefits

When you start taking Social Security benefits could dramatically affect your quality of life in retirement. You can sign up for benefits any time after age 62, but the size …Read More

Tax differences: Traditional vs. Roth plans

Looking at retirement accounts, two modifiers – “traditional” and “Roth” – dominate much of the discussion. They apply to individual retirement accounts and corporate 401(k) savings plans, as well as …Read More

Active vs. passive investing

Two competing approaches to portfolio management that have different implications for expenses and returns are “active” and “passive” investing. Active investing works on the premise that a human can identify …Read More

Estate planning helps make wishes come true

The “X-factor” in retirement planning is that you don’t know how long you will live. It’s a challenge not only in budgeting for your remaining years, but also in making …Read More