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The hows and whys of college savings.
The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you've already t
Feb 13, 2020


A look at how variable rates of return do (and do not) impact investors over time.
What exactly is the "sequence of returns"? The phrase describes the yearly variation in an investment portfolio's rate of return. Across 20
Feb 7, 2020


Sometimes you can take penalty-free early withdrawals from retirement accounts.
Do you need to access your retirement money early? Maybe you just want to retire before you turn 60 and plan a lifelong income stream from t
Feb 6, 2020


3 Tips to "reset" your budget after a bad month
3 Tips to "reset" your budget after a bad month
How to get back on track with your budget
Budget busted? Here's how to get back on track
Do
Feb 3, 2020


Creating a Retirement Strategy
Across the country, people are saving for that "someday" called retirement. Someday, their careers will end. Someday, they may live off thei
Jan 31, 2020


Eight Mistakes That Can Upend Your Retirement
No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no way of knowing
Jan 30, 2020


Rebalancing Your Portfolio
Balancing. When deciding how to allocate investments, many begin by considering their time horizon, risk tolerance, and specific goals. Next
Jan 29, 2020


Systematic Withdrawal Strategies
Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly t
Jan 28, 2020


Tremendous Gains Since 2009
Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it
Jan 28, 2020