Saving for retirement is much different than planning for income during retirement. When you decide to stop working, replacing the certainty of a paycheck and other benefits can be a logistical and emotional challenge.
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Most people I’ve talked to aren’t excited about investing in the stock market these days. Worries about valuations, economics, politics, etc. are common reasons cited.
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It’s quite common to put off financial organization and planning as it can be overwhelming and confusing. Most people we meet with have some variation of the following question: What's the right thing to do first?
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Much has been written about the millennial generation (people born between 1981-2000). They’ve been accused of wanting comfort at all times, focused on living for today and having a narcotics grade addiction to their phones.
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Emotions and opinions can make people do crazy things. This year, more than in the past, I’ve seen and heard more political discussions tear people apart.
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The mornings are starting to stay cool, football is back, and retail aisles are covered in pumpkin-everything. This must mean we're slowly moving into the fourth quarter of 2017.
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One of the great joys of our business is that we get to meet and work with hundreds of families in our community. Our profession allows us to get to know them on a different level than many social relationships.
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Snapchat has been publicly traded for roughly 3 months now, with much fanfare leading up to the first day of trading. After an initial first day pop as high as $29 a share, the stock has since slumped well below the opening price of $24.
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We tend to talk with our clients about “creating a financial plan” on a regular basis. But in truth, everyone already has financial plan, full of default choices. Deciding to create a personal financial plan is really choosing to opt-out of the defaults.
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We’ve heard a lot of arguments from the financial media lately about why American stocks are due for a big price drop. They’ve been called overbought, overvalued and overdue for a big pullback. We would like to make a bullish case for further price gains:
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The hottest investment category, according to a recent Blackrock study, is the ETF market. We’ve had numerous discussions with people who have suddenly taken an interest in the subject. So what is an ETF and why should we care?
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There’s obviously much more to life than maxing out the old retirement plan and rebalancing accounts annually. Outlined below are 7 of our picks for best real-life return on investment.
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Much has been written about IRAs, Roth IRAs, 401(k)s, College 529s and various other savings accounts for different goals. All of these account types have distinct savings and tax advantages which match different objectives.
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