A Retirement Budget that Works

There’s no time like the present to start thinking about your retirement budget — even if retirement is still several years away. By looking ahead, you’ll be able to see if the money you’ve saved will be adequate to meet

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Assess the Risks to Your Assets

You can lose your wealth in much less time than it took you to accumulate it. Economic hardships, financial market instability, legal claims against you, or unfavorable tax law changes could adversely affect your wealth. Poor investment decisions could have

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Do Your Investments Need a Matchmaker?

You like spicy food your spouse doesn’t. Your spouse likes to travel abroad you’re happy staying home. But that’s okay. You don’t have to like the same things or do the same things to be happy. When it comes to

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A Financial Action Plan for the Future

In 1955, the life expectancy of the average American was 69.6 years. By 1995, it was 75.8 years. Twelve years later, life expectancy reached a new high of 77.9 years, according to the latest information from the Centers for Disease Control and Prevention. While certainly positive, these statistics may only add to the pressure many people already feel about their lack of retirement savings.

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