Your Retirement Handbook

Are you ready for retirement? Request your FREE copy of this valuable handbook.

This powerful eGuide contains detailed, easy-to-read, easy-to-reference information designed to help you work toward a smooth and confident retirement transition.

Investment Risk You may not know about
What can you do to allay this risk? Knowledgeable investors are aware that investing in the capital markets presents any number of risks – interest-rate risk, company risk, and market risk. Risk is an inseparable companion to the potential for long-term growth.  Some of the investment risks we face can be mitigated through diversification.1 As
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Uncertainties in Retirement
Two financial unknowns may erode our degree of confidence. The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years.   Indeed, according to the 2018 Retirement Confidence Survey by the Employee Benefits Research Institute, only 17% of pre-retirees said they are “very confident” about
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Emergency Fund
An emergency fund may help alleviate the stress associated with a financial crisis. Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself your best,
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Section 199a deduction
Something you might want to know, as a business owner. There’s a tax cut that many may not be aware of, but it’s new for 2018 and worth some consideration.
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S&P 500 Index

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market Did you know that nearly $10 trillion in assets are benchmarked to the Standard & Poor’s 500 Composite Index, including about $3.5 trillion in index assets?1 The S&P 500 is ubiquitous. It is constantly referenced in financial and non-financial media,
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Watch out for crooks impersonating I.R.S. agents (and financial industry professionals). Do you know how the Internal Revenue Service contacts taxpayers to resolve a problem? The first step is almost always to send a letter through the U.S. Postal Service to the taxpayer.1   It is very rare for the I.R.S. to make the first
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