Financial Blunder #4 Supporting Your Adult Children

Here’s a basic fact that indulgent parents may not like: Supporting Your Adult Children Can Wreck Havoc on Your Retirement. Here’s why – by funneling your hard-earned retirement resources into paying your kids’ bills and living expenses, you could wind up with no money left for you or your spouse.  […]

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Financial Blunder #3 Credit Card Debt

You have just retired and want to explore all the wonderful things you have put off during your working years – traveling, home remodeling or buying a sporty new car. But there is just one problem – when you closed your office door, your credit card debt stayed open – […]

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Financial Blunders that Greatly Reduce Retirement Income

Seemingly small decisions can have a large impact on your future retirement security.  You don’t get a second chance.  You can’t turn back the hands of time and start over again to prepare for a prosperous retirement. So it is critical to make the right decisions along the way.  Avoid […]

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Playing Catch-up Pays Off

Besides getting an AARP card, one of the most important benefits of turning 50, is the opportunity to fatten your savings account and watch your retirement investments grow. How do you do this? By taking full advantage of catch-up provisions that the US government provides for your tax-advantaged savings accounts, […]

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Bull Market Celebrates 9th Anniversary

The stock market hit a low due to the 2008 financial crisis in March of 2009 and we have been in a bull market ever since. The persistent rebounding of the market over the past 9 years has provided an incredible run for investors. To get a sense of the […]

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The One Step You Must Take Now

The largest tax reform that we’ve seen in decades has recently been passed by Congress. While many are focused on what that means to their weekly paychecks, it’s important to consider how this should influence your retirement savings strategy. While personal taxes are historically low, this may not last. In fact, […]

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Market Timing: Facts Vs Myths

Do you believe market timing can enable you to beat the market? Really? I can assure you there is no magic formula that predicts the exact time to buy low, sell high. Stock values are volatile as we are all too often reminded. Studies have shown that trying to time […]

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Tax Reform –The Stock Market And You

If you haven’t had a holiday since 2004, you’d be looking for some relief right about now. That’s what large U.S. companies that own foreign subsidiaries are thinking. They are excited about the proposed tax cuts gaining momentum in Congress that would include a lower corporate tax rate and a […]

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