Latest articles by Josh Leonard, Investment Adviser
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Seven Steps to Plan for Every Aspect of Retirement
It’s more than just getting paperwork in order, making a plan for Social Security and strategizing on taxes. Your bucket list needs some attention, too.
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3 Ways to Prepare for a Bear Market
investing While stock market records are exhilarating, we all know that can't last forever. Put a plan in place now and you won’t have to worry about when the party will end.
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6 Ways to Protect Your Nest Egg If You Fear a Bear Market
Making Your Money Last No one can predict what stocks will do next, but there are plenty of things worried investors and retirement savers do have control over.
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5 Mistakes to Avoid in Retirement
Financial Planning From taking too much risk to ignoring taxes and inflation, future retirees have a lot of potholes to dodge.
Financial Planning
