7 Money Management Tips for Seniors and Retirees

Many of us are working toward a comfortable retirement so that we can relax and enjoy our golden years. Money experts often give advice on how to reduce debt and retire early, yet they overlook the […]


6 Tips to Help You Catch Up on Your Retirement Savings

We all know about the importance of starting your retirement planning early in life. Start funding your retirement plans in your 20’s, continue feeding them throughout your working life, and by the time you’re 65 you’ll […]

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5 Ways to Fast-Forward Your Retirement Savings

While most of us dream of a comfortable retirement, very few invest enough make those dreams a reality – or don’t invest anything at all – due to a lack of money available to do so. […]

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How Annuities Can Help You in Retirement

There is (without a doubt) an overwhelming number of options when it comes to investments for your retirement; one of those choices, which many of you likely haven’t heard of, is an annuity. Despite that being […]

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Understanding the Basics of Deferred Annuities

What is an Annuity? By definition, an annuity is: A fixed sum of money paid to someone each year, typically for the rest of their life A form of insurance or investment entitling the investor to […]

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Actual vs Average Rate of Return: Stop Buying the Hype

Whenever the media discusses a market index’s return, or when mutual fund companies promote their returns over the last 3, 5, and 10-year periods, they always reference the Average Rate of Return. The average rate of […]

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Finding the Perfect Place to Spend Your Retirement After Years of Hard Work

The Perfect Place to Spend Your Retirement Regardless of the specifics, once you’ve retired, figuring out what to do for the next several decades of your life can be a daunting, overwhelming task. Not only are […]

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What Phase of Investing Are YOU In?

Welcome to the ‘Understanding Retirement Planning & Investing’ series! If you’ve missed the first few posts be sure to check them out! Everything You Need to Know About a Roth IRA. What is a 401(k), 403(b), […]

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Asset Allocation & Diversification: Stocks, Bonds, or Cash

Welcome to the ‘Understanding Retirement Planning & Investing’ series! If you’ve missed the first few posts be sure to check them out! Everything You Need to Know About a Roth IRA & Why to Start One. […]

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