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3 Ways Planning for Retirement is Like Planning for Summer Break
Summer break often represents freedom from schedules, responsibilities, and all those other drains on your time. Retirement actually can provide a similar level of freedom, but only if you've adequately prepared, planned, and saved.
Read MoreRetirement Annuities Explained: What They Are and How They Work
Having enough retirement income for what you need and want is essential and must be planned for, even in the best economic conditions. A way to provide income safety is by using annuities as an asset class in your retirement portfolio.
Read MoreTax Considerations for Traveling Nurses
Read on to learn the ins and outs of taxes for traveling nurses and ensure you’re staying on the right side of the IRS (but bear in mind, though, that this article should not be taken as legal advice).
Read MoreJune 2023 Insight
Planning for retirement has never been more important and yet so challenging. Given the inflationary conditions of the past two years, the risk that worries most retirees continues to be outliving their savings. Staying disciplined...
Read MoreUnderstanding Life Insurance Beneficiary Arrangements
Overview: In the language of life insurance, a beneficiary is the recipient of the policy’s proceeds when the named insured dies. The owner of a life insurance policy has a great deal of flexibility in naming beneficiaries and,...
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What to Know Before Drafting a Will
A will is an important document most people don’t want to think about, but it’s crucial to have in place to protect your assets and ensure your loved ones receive what you want them to.It can be wise to have a lawyer write...
Read MoreA Tough Times Survival Guide for Small Businesses
Small businesses may often find themselves struggling, and there are many situations in which business owners may find themselves weathering a storm and hoping to make it through. While the strength and fortitude of those who run small...
Read MorePrepping Your Outdoor Space for Spring
As the weather warms up and you shift from indoor cocktail parties to outdoor barbecues, tidying up your space outside becomes a top priority. Whether you’re looking to make just a few adjustments or are in need of a major...
Read MoreFinancial Tips for Traveling Nurses and Medical Professionals New to DFW
As a travel nurse in the Dallas-Fort Worth area, it's important to start planning your financial future now. Due to the high cost of living in this area, and the fact that inflation is on the rise, you need to be proactive about saving...
Read MoreFrom Riches To Rags In Three Generations: Managing Generational Wealth Checklist
When discussing multigenerational wealth it is common to come across proverbs that acknowledge the fact that generational wealth typically won’t make it past the third generation. In the United States the saying goes, “from...
Read More3 Tips for Preserving Wealth in Your Golden Years
After spending so much of your life saving for retirement, it may be challenging to transition from depositing funds to withdrawing them. You may wonder whether there is any way to maintain your lifestyle and preserve your wealth to...
Read MoreFinancial Planning: The Value of Preparing for Your Financial Future
Financial planning isn't as simple as budgeting for the next mortgage payment or deciding whether or not to take a vacation this year. Proper comprehensive financial planning is a tool that many people don't take advantage of. It...
Read MoreThe Benefits of Dollar Cost Averaging and Reinvesting Dividends
Long-term investors who are saving for their retirement know the benefits of dollar cost averaging and dividend reinvestments. Before explaining the benefits, let us define the terms dollar cost averaging and dividend reinvestment...
Read MoreRetirement Investors Get Another Boost from Washington
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were several provisions affecting work-sponsored retirement plans and, to a lesser degree, IRAs....
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