Latest
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Are Your Financial Plan and Adviser the Right Fit for You Now?
A shift into retirement requires a shift in your financial plan, from the accumulation stage to the distribution stage. Maybe your financial adviser needs to change, too.
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5 Investing Alternatives for Conservative Investors
Investors in or near retirement might consider investing alternatives such as cash, high-yield checking or savings accounts, stable value funds and more.
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5 Investing Choices for a Volatile Market
Try to avoid impulsive decisions governed by emotions and instead focus on investing strengths and weaknesses, changing opportunities and long-term goals.
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CFP vs. CPA: What’s the Difference and Who Should You Hire?
Certified financial planners and certified public accountants have different but complementary areas of expertise. You might want to work with an adviser who’s both a CFP and a CPA.
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5 Reasons You’ll Blow Up Your Retirement Plan
Life never stops changing, and since a retirement plan is all about your needs and goals, you should plan to adjust as your landscape shifts.
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When It Comes to Cash Yields, Cash Is No Longer Trash
With rising interest rates, have we entered a new era of attractive yield on cash and cash equivalents?
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Even After a Year Like 2022, Your Retirement Income Plan Can Stay on Course
Predictions about what the markets will do or how the economy will perform are often wrong. That’s why it’s better to “prepare” rather than “predict,” and that requires establishing some basic assumptions.
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Financial Planning vs. Investment Strategy: Which Is More Important?
If your experience with your financial adviser has been all about focusing on investment management rather than on holistic financial planning, you might want to consider a different approach.
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Differences in Trade Execution Pricing Add Up, Even When It’s Just Pennies
Investors who ask their adviser to shop around for more efficient pricing on trades could end up with a lot more money in their retirement accounts at the end of the day.
