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Sale on Interest Rates…Buyer Beware

On Sunday, March 16, the Federal Reserve Bank (the Fed) took aggressive measures to lower the effects of the Coronavirus-19 on the United States and Global Economies. They lowered the Fed Funds rate from 1% to 0%. This follows the rate cut made 2 weeks prior on March 3 from […]
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Why Family Businesses Should Have Succession Plans

The family drama surrounding an aging media mogul — and his unresolved succession plans — are at the center of a hit television show. In fact, only 18% of family businesses have a documented and communicated succession plan in place.1 Much like the fictional billionaire in “Succession,” some leaders avoid […]
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Get the Last Five Years Before Retirement Right

We spend decades working our way toward retirement. The accumulation phase, when we’re gathering wealth before retirement, is generally considered to be decades long. But every stretch is important, including the five years right before you retire. The truth is the last five years before retirement requires a different strategy […]
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Common Retirement Vehicles You Should Know

When someone mentions retirement, one of the first things you may think about is savings. And that’s with good reason, of course, because putting your savings to work for you is an important part of any retirement strategy. There are several ways you can do that, and you may have […]
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Don’t Overlook Legacy Planning

You have to be willing to get a little dark to talk about legacy planning. But the sooner you do, the better off you may be. The lack of a legacy plan can cause chaos and stress for the people who survive us. This topic was the subject of a […]
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5 Situations When You May Want To Pause Retirement Savings

Being Financially healthy throughout your journey to retirement is just as important as being financially healthy once you retire.  For that reason and inspired by a recent U.S. News and World Report article,1 let’s explore a few situations when it may make sense for you to stop saving for retirement […]
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Five Tips to Regain Your Retirement Savings Focus

In early 2020, 61% of U.S. workers surveyed said that retirement planning makes them feel stressed.1 Investor confidencewas continually tested as the year wore on, and it’s likely that this percentage rose — perhaps even substantially. If you find yourself among those feeling stressed heading into the new year, these […]
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How To Get Over Retirement Fears

As it’s depicted in popular culture and advertising, looking ahead to retirement is a time of great excitement and optimism. After all, if you’re in your 60s, you’ve likely been going to work every day for 40 years or more. So, retirement means you can spend your time doing the […]
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A Backup Plan for Your Paycheck

Your ability to earn a paycheck may be your most valuable asset. In a 2020 survey, two out of three people said it would take six months or less for their household to face a financial impact if the primary wage earner became disabled. Half said they would use their […]
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Gift vs. Inheritance: Consider the Tax Difference

Most people do not pay income tax on assets they inherit, but if they later sell inherited assets such as appreciated securities and real estate, they may owe tax on the capital gains. The capital gain or loss is the difference between the selling price and the asset’s basis. Thus, […]
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