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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...
Do You Know Your Risk Tolerance?

Do You Know Your Risk Tolerance?

In an ideal world, you could save money and prepare for retirement without any risks or threats. Unfortunately, risk is a natural part of any financial strategy. There are a wide range of risks that could potentially derail your plan. Medical emergencies, disability,...
3 Steps You Can Take to Minimize Risk

3 Steps You Can Take to Minimize Risk

Financial Reset in the 2nd Half of 2019 The year is flying by. It may be hard to believe, but we’re already halfway through 2019. Did you set financial goals at the beginning of the year? If so, how are those goals looking at the halfway point? The good news is you...

Late on Retirement Planning?

Tips to Jumpstart Your Savings It’s graduation season. Do you have a graduate who finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new freedom. You have...
College Planning vs. Retirement Planning

College Planning vs. Retirement Planning

How the Strategies Differ Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or sending them to kindergarten. The next thing you know, they’re preparing for college. Blink and you might miss...