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Top 5 Things You Should Always Share With Your Financial Advisor

Your financial advisor is an integral part of your team to help you manage your wealth and grow your future. Unfortunately, you may not be sharing with them everything that you should be. Whether you are not communicating things because … Continue reading >

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How Age Impacts Your Investment Decisions

Just as you yourself evolve throughout your career and into retirement, your investment decisions should as well. If you’re taking the same risky investment approach at age 50 as you did at 25, it’s time to pump the breaks. And … Continue reading >

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5 Tips to Avoiding Bankruptcy in Retirement

So you made it to retirement finally. Now you just have to figure out how to afford it. Due to improvements in technology and medicine, the life expectancy rate in the United States has improved over the years, which also means … Continue reading >

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Financial Check-In: Are You On Track To Reach Your Year-End Goals?

The fall season is winding down and winter is fast approaching. And whether you’re excited for the cooler weather or still holding on to the last bits of summer, the end of the year is quickly approaching. Now is a … Continue reading >

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Financial Check-Up for Nurses: 3 Common Challenges and How to Overcome Them

The median pay for registered nurses sits around $71,000, but there are a few unique obstacles and common challenges nurses face that can significantly impact their earnings.1 In this financial check-up, we’ll discuss the common challenges nurses face today as … Continue reading >

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4 Easy Tricks to Avoid Getting Emotional About Your Investments

Whether you’re new to the stock market or a seasoned investor, it can be hard to keep your emotions in check. As you hear unsavory news about a company you’ve invested in, your first instinct may likely be to sell … Continue reading >

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Evidence-Based Investing: What Is It?

Some avid investors will say that there’s an art and a science to investing. But when it comes to choosing an investment style that works for you and your specific needs, you’ll likely come across terms such as passive investments, … Continue reading >

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A Guide to Trusts for Estate Planning

A majority of Americans understand the importance of estate planning, yet an alarming percentage of adults do not have arrangements in place. According to a 2019 survey, 51 percent of people believe having an estate plan is necessary, but only … Continue reading >

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Third Quarter 2019 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets. The report … Continue reading >

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4 Most Common Money Mistakes for Pre-Retirees

Nearing retirement, your thoughts start to drift farther and farther away from the job at hand and closer to what you’ll be able to do in all that free time – catch up on some reading, enjoy an afternoon on … Continue reading >

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