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Retiring Early? Don’t Overlook These 5 Things.

Retiring early. To most people, that phrase has a beautiful ring to it. In fact, it’s difficult to find individuals who would choose to continue working if the possibility of early retirement presented itself. However, if you’re fortunate enough to be in the position...

How to Frame Investing Near A Market High?

Over the past 5 years or so, some investors have shared a similar question. “With the stock market near all-time highs, should I be investing right now?” At first glance, it seems logical to be hesitant at the idea of investing near a market high…

True or False Diversification?

The old adage, “Don’t put all of your eggs in one basket” has undoubtedly been a simple yet profound guide for investors for decades. The translation is simple; diversify your portfolio so that if unforeseen circumstances negatively affect one of your stocks, it won’t...

Who is Overseeing Your Team of Professionals?

Managing your financial plan can be overwhelming. After all, it’s ultimately up to you to make sure that your investments, retirement plan, estate plan, insurance policies, and taxes are all on track and working efficiently…

Why Investors Should Consider Dividend-Paying Stocks

Based on current economic forecasts, we could be entering a period when market returns lag behind historical returns, meaning investors might want to do due diligence on all investment strategies to find the best way to meet their objectives. If income is a goal…

Annuities Can Work for Retirees, but Proceed With Caution

From high fees associated with increasingly complex products to questionable sales practices, annuities have gotten a bad rap over the years for many reasons. But, they’re not all bad. Because certain annuities can offer a guarantee of income in the future, they may...

Younger Workers, It’s Time to Save for Retirement

Millennials and Gen Xers may not spend too much time thinking about retirement planning, but recent changes to Social Security highlight just how important it is for them to start now. Certain strategies that have allowed millions of retirees to…

Advisor? Planner? Broker? What Financial Titles Really Mean

Working in the financial industry, I’ve noticed that professional titles that should have distinct meanings get tossed around, intermingled and used interchangeably. As a result, they’re often misunderstood. Those of us in the industry might know the differences, but...

Stock market naysayers paint an incomplete picture

Some in the financial media say a stock market correction is inevitable. That prediction is intriguing, but it has a few subtle, yet gaping holes. Are we standing at the precipice after a strong uphill climb in the world of investing, or does it just seem that way to...

Your Investments Might Not Be That Important

Many people weigh the success of their financial life entirely on the performance of their investment or retirement accounts. In the past, the world of financial advice revolved around what funds or stocks to pick and when to buy or sell. I’d like to share an idea...

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