Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have
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Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.
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Despite not being as well known as some other retirement tools, annuities account for 7% of all assets earmarked for retirement. With about $2.5 trillion in
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When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration
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Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as
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In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical
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Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of
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Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon.
Using these inputs and sophisticated portfolio
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As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that
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One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k)
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Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian
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John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two
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