Latest
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How to Organize Your Financial Paperwork for Your Heirs
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
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10 Strategies to Consider When Retiring During a Volatile Market
If you're retiring when the stock market is volatile, there are strategies to follow to be more in control.
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How to Find a Financial Adviser for Retirement Planning
Finding the right financial adviser for retirement planning can save you time and money in the long run.
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Are 60/40 Portfolios Still Relevant Today?
As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most people.
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Three Easy But High-Impact Moves for Retirees
Keeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now (and your heirs in the future).
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You Need a Retirement Contingency Plan: Five Steps to Get It Done
Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components.
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How to Score a Hole in One With Your Retirement Planning
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from there.
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Are You a Baby Boomer With Too Much Cash? Three Scenarios for What to Do
Investing in the market while the market is high might not seem like a good idea right now, but here are three scenarios to help you decide what to do.
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Asset Allocation for Retirees: Five Things to Consider
Everybody’s retirement is different, so the answers to these questions can help you determine the appropriate asset allocation for you.
