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Business Owners: What’s Your Plan for Retirement?

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should not rely on selling their business as their only means of a nest egg for retirement. Many things can happen along the way, an owner may become ill and have …

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Year-End Review

December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in. If you don’t know how you used your money during the past year, it’s time to find out. How much have you saved? If you resolved last …

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Hybrid Funds: Balanced, Lifestyle, or Target?

Holding a mix of stocks and bonds is fundamental to building a portfolio that can pursue growth while potentially remaining more stable than a stock-only portfolio during market downturns. Many investors approach this goal by owning a mix of individual securities, a mix of funds, or both. However, some hybrid funds try to follow the …

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Gray Divorce: Dividing Assets Can Impact Retirement

Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age 50 and older are still less likely to get divorced than those who are younger. Even so, the divorce rate for Americans under age 40 has declined since 1990, while …

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Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. When should you review your estate …

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