Small Business Owner Retirement: Dealing with an Unexpected Exit
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier...
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Retirement as a Single Woman
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should...
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Money Management 101: Tips for Your Kids Entering the Workforce
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job...
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The Basics of Keeping a Balanced Investment Portfolio
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Living the Dream: How to Plan for Your Ideal Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t...
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Retirement Calculator: Are You On Track to Reach Your Goals?
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning...
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The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
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Common Investor Biases and How They Can Impact Your Finances
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed...
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Should You Retire at the Same Time As Your Spouse?
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the...
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Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse...
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