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Annuities Featured Income Retirement

How to Invest for Capital Preservation

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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Featured Money News US

Why the Market Is Booming and the Economy Is Struggling

WHY IS THE STOCK MARKET going up when the economy is in trouble? If you’re an investor, this question has likely been on your mind. After all, we’re in ...
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Featured Money

Tips for Working with a Financial Adviser Virtually

Without a doubt, 2020 has more than earned its nickname, “the year of uncertainty.” With the evolving COVID-19 pandemic and its economic repercussions, anxiety and financial stress have ...
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Annuities Featured Income Money Retirement

How Can I Make My Retirement Savings Last?

It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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Featured Money Retirement

How to Find a Financial Advisor if You’re Not Rich

IF YOU THINK ABOUT IT, the people who need a financial advisor are the ones who can’t afford one. If you’re impoverished or firmly in the middle class and can’t ...
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Featured Income Money Retirement

Choosing Retirement Investments Based On Age Alone Is Faulty

I was talking with a young couple the other week regarding their retirement investment selection in their 401(k) plan. They both had selected choices based upon their retirement ...
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Featured Lifestyle Money Retirement

I’m a financial planner, and my wealthiest clients have the same 3 habits

I’ve been advising wealthy clients for nearly 15 years, and I’m often asked for the secret sauce, or the commonalities that I see in my wealthiest financial planning ...
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Featured Money News US

America is in turmoil and stocks are booming. Is the market broken?

The United States is going through its worst race crisis since 1968 following the death of George Floyd, an unarmed black man, at the hands of a police officer in ...
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Featured Money News

Why the stock market is up amid chaos in the streets

A global pandemic, racial strife, political upheaval — and a rising stock market amid the chaos. While it sounds a lot like 2020 it also has echoes all the way from ...
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Featured Money Retirement

Yes, Investing Feels Scary Right Now

It can be difficult to get past your emotions at a time like this, and harder still to make important decisions about your retirement accounts. And that’s OK. ...
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