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Don’t “Do-It-Yourself” for Your Financial Strategy

We live in a do-it-yourself culture. From home remodeling to teaching yourself how to play an instrument, the internet gives us the resources to learn and do just about anything on our own. That includes creating a financial strategy. The vast array of resources available out there make putting together a financial strategy sound simple.…

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The Importance of a Financial Strategy

Like a life plan, a well-thought-out financial strategy helps keep us on track and working toward our goals. And pursuing our financial goals goes hand in hand with working to achieve our life goals. For instance, if you have a specific retirement date in mind, creating a financial strategy can help you plan for that…

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Help Stay on Course with a Life Plan

Have you ever looked at your life and wondered, “How on earth did I end up here?” It’s probably happened to us all at some point. Author Michael Hyatt refers to it as drift: wandering so far off our original course that we don’t recognize where we are anymore. How do you help avoid drift and live…

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Innovations in the Baby Boomer Tech Market

Today, technology companies boast a rapid-fire pipeline of new innovations designed to help consumers in the home environment. While many are designed to help elderly people around the house, in some cases, it’s boomers who buy, install and help monitor those devices for their retired parents. The baby boomer generation is the fastest-growing segment of…

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What Is Evidence-Based Investing?

The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care. In the investing world, this translates to a goal of using current evidence to help maximize an individual’s investment returns while minimizing risk from market downturns. In more simplistic…

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Keeping Connected With the Ever-Changing Internet

If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content regardless of the source and without blocking certain sites. In the waning days of the Obama administration, the Federal Communications Commission passed a rule preventing…

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Savings and Investment Updates

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a score of 60 percent or less. The quiz included topics such as which expenses are covered by Medicare and long-term care insurance and what age…

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Taxes and Retirement Planning

The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the fact that Republicans dominate both chambers of Congress suggests 2017 may well be a year in which significant tax reform is engineered. One thing should…

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Navigating the Guidelines of Gifting

Many people who have met with a financial professional and estate planning attorney have a well-thought-out plan in place to transfer assets to their beneficiaries upon their death. That’s a critical part of long-term planning, but what if you’d like to give your loved ones money now, while you’re still here to see them use and…

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Selling Your Home? Do These Things Before You List.

Ahhh, summer. The time of year when our thoughts turn to swimming, frozen treats, and … moving? Reports indicate that summer is the most popular time to relocate, with 48 percent of moves happening between May and August. In May, the National Association of Realtors announced existing-home sales are forecasted to jump 3.5 percent in…

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