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Many self-improvement goals focus on stability and personal growth — and financial goals are often no different. From buying your first home to saving for retirement, planning your finances can also help you work toward your personal goals. Learn more about why self-improvement is so important and how good financial planning will complement the goals […]
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After decades of adding to your retirement accounts, making the mental switch to withdrawal mode can be a challenge. It may be tempting to try to time the market to mitigate the risk of any sudden drops or ongoing turbulence. However, market timing is almost unequivocally a bad idea, especially when you no longer have […]
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For many of us, a new year is an opportunity for fresh starts and discovering the best versions of ourselves, but some things—like tax contributions and retirement deadlines—don’t change much, if at all. And with that shiny new year right around the corner, meeting end of year deadlines and getting tax efficiencies in place now […]
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Tax aware investing focuses on optimizing your returns by reducing your tax liability as much as possible. In theory, this investment strategy has the potential to help you earn more money on your investments, but you need to be aware of some potential pitfalls. When getting started with tax aware investing, you may want to […]
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Financial wellness, like physical wellness, isn’t something you should ignore. Instead, it’s a critical concept for anyone who wants to be knowledgeable and confident about their finances, and in fact, financial wellness is so important that more than half1 of employers now offer financial wellness programs to their workers. So, what is financial wellness and […]
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Taxpayers of all ages may be able to claim a deduction on their 2020 tax return for contributions made to their Individual Retirement Account made through May 17, 2021 (the U.S. Department of the Treasury is delaying the April 15th deadline to file and pay taxes until May 17th, giving individuals and businesses another month […]
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Retirement can be a risky business if you don’t consider all the factors that can impact your retirement during your planning process. Although it’s hard to know what will happen in the future to you or your investments, these are the main things that should be addressed in your retirement portfolio: 1. Longevity If boomers […]
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High net-worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned adequately for their retirement even though they make a high income. It’s easy to think that everything will work out with their retirement plan, […]
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Retirement is inevitable, but knowing exactly when to do so is often unclear. No matter when you actually begin your retirement, you’ll benefit from planning your post-work life as early as possible. According to Gallup, the percentage of Americans who expect to retire at age 66 or older has risen dramatically, from 21% in 2002 […]
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For many people, turning 65 provides one of the keys to retirement: access to affordable healthcare. Whether you’re enrolling in the Medicare program for the first time or have been a Medicare enrollee for years, it’s important to stay on top of current offerings, costs, and enrollment dates so that you can select the plan […]
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