When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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How much do you need to retire wealthy?
Believe it or not, there’s no set number for anyone.
Lifestyle and the quality of your retirement plan are certainly
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If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Spring isn’t just about budding plants, changing the clocks, or paying your tax bill.
It can be the perfect time to refresh financial tasks and dust off your
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If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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What’s your ideal retirement?
Traveling? Practicing your favorite hobbies? Caring for loved ones?
Whatever you envision, creating a plan of action can feel
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If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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In a perfect world, every money decision we make would be totally rational.
We’d consider all of the facts. Then, we’d balance them with the risks to make the
