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Nearing Retirement? Give Yourself This Gift This Holiday Season

Nearing Retirement? Give Yourself This Gift This Holiday Season

It’s that time of year again. Time to buy gifts for spouses, children, and all the other friends and family who play a meaningful role in your life. Have you finished your Christmas shopping? If you’re approaching retirement, you may want to give yourself a gift this...
Three Investing Mistakes that Can Haunt Your Retirement

Three Investing Mistakes that Can Haunt Your Retirement

It’s that time of year again … Halloween is here. It’s time to stock up on candy, carve your pumpkin, and find the perfect costume. Soon, scary movies will be on television and you’ll have little ghouls and goblins showing up at your door for trick-or-treating. This...
Is September the Worst Month for Investing?

Is September the Worst Month for Investing?

Fall is here. Ok, it’s not actually official until September 22. However, the unofficial start of fall arrived in late August. Starbucks added pumpkin spice drinks to their menu. For many, that’s a surefire sign that cooler weather, football, and fall bonfires are...
Women & Retirement Planning: 2 Unique Challenges

Women & Retirement Planning: 2 Unique Challenges

Who handles the money in your household? If your home is like most, it depends on the kind of financial planning involved. A new study from UBS found that 85 percent of married women handle the day-to-day financial management in their household. However, the same...
How Retirement Has Changed Over the Last 30 Years

How Retirement Has Changed Over the Last 30 Years

The world has changed significantly in the past few decades. Thirty years ago, there weren’t cell phones. Computers weren’t widely owned. There was no Uber or Airbnb. Social media was unheard of and virtual reality was the stuff of science fiction. The world changes...