Financial Planning

The Importance of Beneficiary Designations

We pay good money to estate planning attorneys to draft trusts and wills.  We deliberate over which loved ones are…

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6 Key Reasons Why Investing in a Taxable Account Is Underrated

Investors are often schooled in the virtues of stashing money in tax-sheltered savings vehicles, whether IRAs, company retirement plans, 529s,…

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A Hierarchy for Retirement Savings

There are several account options available to investors for retirement savings purposes, including 401(k)s (403(b), 457, and the equivalents), IRA(s),…

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Retirement Income Principles

As more than 76 million baby boomers – nearly 25 percent of all Americans — approach retirement age in the…

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Essential Financial Planning Numbers for 2017

Here’s a summary of several of the key financial-planning numbers to have on your radar as we head into 2017….

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5 Financial Must-Dos Before Year-End

While you’re often exhorted to optimize every aspect of your financial life at the end of each calendar year, you…

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