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Helping You Better Understand Your Financial Needs & Investment Strategies
The Four Phases of Your Retirement Journey
Retirement is a multi-stage process. The duration and the financial approach to each stage will vary for each individual, making it an intricate subject. However, [...]
Will Generation X Be Able to Retire?
According to a study conducted by Investopedia, retirement is the top concern for Generation X. The survey revealed that even though many members of this [...]
EE Bonds: A Long-Term Investment Tool
EE bonds are a little-known type of bond that can be accessed through the US Treasury. However, the unique part about them is that they [...]
Struggling to Save? You Might Not Be Alone
The current rate of monthly savings across America is currently at 4.6%. This means that most Americans are saving about 4.6% of their monthly income. [...]
Investment Management for Retirement: The Balancing and Rebalancing Act
increase potential gains. This process of rebalancing guarantees that your investments align with your financial objectives and risk tolerance, ultimately contributing to a prosperous retirement. [...]
Retirement Milestones Every Retiree Should Know
Retirement is a significant milestone in life, and it's important for retirees to be aware of the important ages they will encounter along the way. [...]
What is a “Rolling Recession,” and Are We in One?
It is obvious that the economic situation following the coronavirus outbreak has been very erratic. Despite the fact that people have been discussing the possibility [...]
Should I File Jointly with My Spouse?
Although many couples may stand to benefit from filing their taxes jointly, doing so may not always be the most suitable choice. Therefore, it is [...]
What Dividends Can (And Can’t) Do for Your Retirement
One investment strategy that can be useful when it comes to setting yourself up for retirement is dividends. Dividends are regular payouts to shareholders based [...]
