Currently Browsing: retirement planning

5 Ways to Save More Money in 2016

5 Ways to Save More Money in 2016

  A new year means a fresh start, and most of us always have room for personal improvement. In particular, almost everyone can find ways to improve their budgets or save more for retirement. Try these five ways to save more money…

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Congress Puts an End to a Common Social Security Strategy

Congress Puts an End to a Common Social Security Strategy

As you plan and save for retirement, you are probably doing what most couples do. You’re learning about Social Security and investigating your filing options. Depending upon when and how you claim your benefits, you could reap thousands more in benefits over…

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How to Participate in the Upside of the Market and Limit Losses at the Same Time

How to Participate in the Upside of the Market and Limit Losses at the Same Time

Yikes! If you’ve been reading headlines or watching the news this week, you might be concerned about the state of the stock market. The enormous drop following by a big up tick has a lot of people feeling nervous about volatility, particularly…

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Why Should You Hire a Financial Advisor?

Why Should You Hire a Financial Advisor?

Once you’ve saved up your nest egg and retired from a fulfilling career, you might be tempted to handle the money yourself. After all, you didn’t get this far in life by making bad financial decisions! But the truth is, most people…

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Financial Advisors…   What We Do

Financial Advisors… What We Do

What is a “financial advisor” and what do they do?

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Have You Reviewed Your Beneficiary Designations?

Have You Reviewed Your Beneficiary Designations?

When you opened your bank account years ago, you were asked to fill out a beneficiary designation form. You also filled out this form if you purchased life insurance, opened a college savings account, or began stashing money for retirement. But beneficiary…

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Social Security Gets a Cost of Living Increase

Social Security Gets a Cost of Living Increase

Beginning January 1, Social Security benefits recipients will receive a slightly larger check, due to the annual Cost of Living Adjustment (COLA). This year checks will increase by 1.7 percent, making this the third year in a row that COLA has been…

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