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Articles

01
Feb

5 Things Your Kids Should Know Before They Inherit Your Money

5 Things Your Kids Should Know Before They Inherit Your Money Many parents fail to get their financial affairs in order, neglecting to take care of such things as wills, living wills and powers of attorney. But even those who think they’ve covered all of their estate-planning bases often leave one of the most important...
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23
Jan

Can you Save Too Much in Your 401(k)?

It’s one of the biggest mistakes investors tend to make, and its avoidable. When people meet a doctor at a party, they ask about a pain or a rash. When they meet a financial professional, they’ll try to get a stock tip. I won’t go there. But if the person seems genuinely interested, I’ll ask,...
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23
Jan

4 Things to Consider Before Filing for Social Security

4 Things to Consider Before Filing for Social Security One of the most important decisions you’ll make when planning your retirement is when to begin taking your Social Security payments. This is important to me because I have seen how making the wrong filing decision can have long-term consequences. Though Americans are starting to recognize...
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23
Jan

Do you have a game plan?

Talk To Your Financial Coach About The Purpose Behind Your Game Plan Sometimes I wonder what it’s like to be a professional football player these days, when everyone is an expert on every sport, and there are an endless number of platforms from which they all can express their opinions. We used to call it...
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