Although financial professionals often rely on long-term historical averages when making capital market assumptions, not all starting points are the same. As such, investors need to take current stock market valuations into account as they make financial plans and allocate assets.
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Early, late or right on time? Those are the three Social Security claiming options. Here are three different people who chose three different strategies, and why. Perhaps their decisions could help guide yours.
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Are you confident you will achieve your future financial goals? Have you sat down with your financial advisor recently to align your financial plan with life changes?
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Do I need a will? What is a trust? To answer these questions and more, one must have at least a basic level understanding of estate planning. According to Investopedia, “Estate planning is the preparation of tasks that serve to manage an individual’s asset base in the event of their incapacitation or death.
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Learn how financial planning can help small business owners design the life —and live the lifestyle—of their choosing in their retirement years.
Investing in Yourself
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