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In your twenties and thirties, retirement planning probably seemed like an abstract exercise. It can be difficult to picture your life many decades in the future, much less plan for it. But after we reach our forties or so, most of us start to feel concerned about retirement. We wonder…
Story reprinted from cbsnews.com, October 10, 2019 Billionaire money manager Ken Fisher sparked a furor this week over sexist comments he made at an exclusive investor conference. According to attendees, Fisher compared signing a new client to “getting into a girl’s pants” and mentioned genitalia. Fisher, who made the comments…
With the end of year holidays looming, you’re probably not thinking about your income taxes at this time. But because waiting until spring to consider tax issues can result in some unpleasant surprises, it makes sense to do a quick check-up now. The IRS website offers a helpful Tax Withholding…
Your expected retirement date represents and “end” of sorts. Yes, it is the end of your career. But it is also the beginning of the rest of your life, and a time to live out the dreams for which you spent many decades planning. What do you want to do…
Imagine this scenario: The phone rings, and the caller on the other end of the line informs you of a new product that can relieve pain that you’re experiencing in a knee, ankle, wrist, or another joint. Since this is a common situation in people over 65, you surely have…
We often hear from clients who hope to retire early, and from others who have already made that dream a reality. As you might expect, some are thrilled with their decisions, while others regret a few things. If you’re trying to decide whether you can retire a bit earlier than…
If you’re a veteran with a USAA account, this news will be important to you. The Charles Schwab Corporation recently purchased one million USAA investment accounts, and the merger is likely to affect customer returns. The deal, which will close in 2020, relocates $7 billion in cash from USAA retail…
Financial mistakes can cause you more than a bit of buyer’s remorse. Some can cost you the lifestyle you would have otherwise enjoyed, set you back in your career, or prevent you from putting your kids through college. In some cases, a mistake can even lead to a postponed retirement….
Once your kids have reached age 18, you’re finished with parenting, right? If you’re chuckling right now, it’s because you know that is far from the truth. Those of you with teenagers will find out soon enough! The truth is, parenting is never really “over”. It just changes form throughout…
As you transition from your working years to retirement, it’s normal to feel a bit of anxiety over your plans. You run the numbers, you analyze your situation from various angles, and hopefully you’ve consulted with a financial advisor to establish reliable streams of income. But there is one potential…
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