Resource Center


Quick Life Insurance Tips

Don’t rely on rules of thumb when deciding how much life insurance you need. Go through a detailed analysis of your needs. Evaluate who should own the insurance policy, which determines whether the proceeds will be subject to estate taxes. Select beneficiaries with...

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Enjoy Life and Still Save

Some people worry that when saving for retirement, they must give up everything they enjoy. While there needs to be a balance between spending and saving, it doesn’t mean you can’t enjoy life. Look at Your Current Situation and Set Goals You should start by reviewing...

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Evaluating Stock Investments

You should thoroughly analyze a stock before purchase. But pick up a company’s annual report and you can quickly become overwhelmed by all the numbers. At a minimum, look for answers to these questions: What are the company’s earnings? Earnings per share (EPS) is the...

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Nurture Your IRA

It’s tempting to pay little attention to an individual retirement account (IRA). After all, with a maximum contribution of $6,000 in 2021 and 2022 ($7,000 if you are over age 50), how much can an IRA contribute to the vast sums you’ll need for retirement? The answer...

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October Market Recap

The major domestic equity indices climbed steadily through October, a confident step forward from September’s stumble even as supply issues created intermittent voids on supermarket shelves and broad patches of uncovered tarmac at car dealerships. Strong corporate...

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Your Guide to Investing as a Pre-Retiree

Investing in the decade leading up to your retirement requires a different strategy than that employed while in your 20s, 30s and 40s. There is no reason to panic if you are approaching retirement and don’t have a large nest egg. Alter your investing strategy as appropriate and you may make significant headway in your quest to bolster your financial foundation, ultimately setting the stage for an enjoyable retirement.

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Roth IRAs – What You Need to Know

Every working adult should give serious consideration to starting an IRA (Individual Retirement Account). Most people have heard about IRAs yet do not understand the true value of this retirement savings tool. Perform your due diligence, research the merits of IRAs and you may find, that they may help establish a road path to truly enjoyable golden years.

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Tax Planning During Retirement

Retirement income typically comes from savings, an IRA, a 401(K) and Social Security benefits. However, enjoying truly rewarding golden years will prove much easier if you minimize your tax burden. Prudent tax strategies minimize the amount of money that is redirected to Uncle Sam, ensuring you keep as much of your hard-earned money as possible. Let’s take a look at some of the tax planning strategies that set the stage for a truly enjoyable retirement.

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Retired and Confident: 6 Questions Toward Financial Security

5 Steps to Plan for a Comfortable and Secure Retirement

Suddenly Single and Stuck: a Financial Guide for Unexpected Hardship

Empty Nesters: Celebrating Your New Normal

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