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Retirement Milestones

Plan Your Retirement by Your Birthday Milestones

Your birthday is a once-a-year occasion. It’s a day on the calendar you never forget, as you celebrate with loved ones, open a few presents, and enjoy a slice of birthday cake. Use this momentous event to help you remember what important steps to take in planning your retirement: Are you in your fifties? Now…

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Coin with tree in mutual funds dollar-cost averaging concept.

Stay Invested to Capture the Best Days

At the beginning of 2020 with the coronavirus pandemic essentially shutting down the economy, the stock market experienced extreme volatility. In March, the S&P 500 Index had two of its worst days since 2008 but was quickly followed by its best day since 2008. What should long-term investors do in times like these? The key…

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Investing In You

  Don’t you wish that planning and funding a successful retirement was an easier process? Unfortunately, far too many people can be confused and have many unanswered questions and, if not properly addressed, can greatly impact their dreams of a fulfilling retirement. If you are like many professionals who have multiple retirement accounts and no…

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Large stack of files, paperwork. Close-up. Desk, office. Nobody.

Consolidating Your 401(k) Accounts

Changing jobs has become the norm rather than the exception. According to the Bureau of Labor Statistics (BLS), college-educated Baby Boomers on average held about 12 jobs from the ages of 18 to 48. Women with the same educational level held nearly the same number of jobs as men despite experiencing more career interruptions due…

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