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.

Bucket Plan
A way to help you prepare. The baby boomers redefined everything they touched, from music to marriage to parenting and even what “old” means – 60 is the new 50! Longer, healthier living, however, can put greater stress on the sustainability of retirement assets.   There is no easy answer to this challenge, but let’s
Value vs Growth
There are those who favor value and those who favor growth. The second of three articles on investing styles. You might be initially confused by these terms or even suspect they aren’t that different in terms of what each model offers you as an investor, but they are very distinct approaches, and it’s good to
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Strategic vs. Tactical Investing
How do these investment approaches differ? The first of three articles on investing styles. Ever heard the term “strategic investing”? How about “tactical investing”? At a glance, you might assume that both these phrases describe the same investment approach.   While both approaches involve the periodic adjustment of a portfolio and holding portfolio assets in
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SECURE Act
If passed, it would change some long-established retirement account rules. If you follow national news, you may have heard of the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Although the SECURE Act has yet to clear the Senate, it saw broad, bipartisan support in the House of Representatives. This legislation could make Individual
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Eight retirement mistakes
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. No Strategy. Yes, the biggest mistake is having no strategy at all. Without a strategy, you may have no goals, leaving you no
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Indecision is still a decision
Indecision can lead to no decision. Investment inaction is played out in many ways, often silently, invisibly, and with potential consequence to an individual’s future financial security. Let’s review some of the forms this takes. Your workplace retirement plan. The worst non-decision is the failure to enroll. Not only do non-participants sacrifice one of the
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