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10 Result(s) in the “Retirement Planning” Category


Aug. 8, 2019

Why Standard Deviation Matters When Retirement Planning

When it comes to investments, most people want to focus on annualized rates of return. Why? There are numerous reasons,…

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Jul. 12, 2019

3 Reasons to Consider a Reverse Mortgage (And 2 Reasons Not To)

I’m not an envious guy by nature. However, I can count on one hand the times in my life that…

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Jul. 3, 2019

What Is a Stretch IRA?

In our society legacies matter. When we look at people, we want to know what will be the lasting effect…

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Jun. 5, 2019

Fiduciary vs. Suitability Standards: Which Drives Your Financial Advisor?

In December 2009, one of the top American pizza restaurant chains decided to hit the reset button by revamping their…

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May. 1, 2019

Traditional vs. Roth 401(k): What’s the Difference?

There are different wreaths I use to decorate my house throughout the year. In winter, I put up a green…

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Apr. 25, 2019

How Annuities Are Taxed

Of the many questions we receive regarding retirement and investments, there is one category that elicits the most confusion. That…

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Apr. 11, 2019

How This New Bill Could Impact Your Retirement

A lot of things come out of Washington D.C. Some bad. Some worse. Despite the bad, over the course of…

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Apr. 4, 2019

Quarterly Insights – April 2019

A Strong Start to the Year, But Risks Remain Stocks rebounded strongly in the first quarter thanks to a combination…

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Mar. 27, 2019

Going the Distance

I have to brag. But, just for a minute. My oldest daughter just participated in her first middle school track…

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Mar. 20, 2019

To Invest, or Not to Invest?

“To be or not to be,” that was the question asked by Hamlet in that great Shakespearean play. Existence. Yours,…

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