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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Monday, October 20, 2014

Dear Valued Investor,I do not believe the volatility seen in recent weeks is immediate cause for alarm when viewed in the context of historical trends. There is precedent for moves of this magnitude--both up and down--that have taken...

 

Wednesday, August 20, 2014

It's a Big, Open Road in Your 20s: Find the On-Ramp to Financial IndependenceIn your 20s, the horizon seems limitless. You're in your first grown-up job, making a regular paycheck. You may be tempted to spend it on fun stuff. But here...

 

Tuesday, August 5, 2014

Most stock market investors are looking for the same result: strong and steady gains of their investments. Dealing with a period of sustained falling stock prices is not easy. All too often, investors react to a sharp drop in prices by...

 

Thursday, May 22, 2014

Senior citizens are routinely targeted by disreputable telemarketers, investment brokers, and charitable agencies, among others. One study estimated the financial losses by victims of elder abuse at $2.9 billion annually.1 Another...

 

Monday, February 17, 2014

Online criminals continuously change their operating methods. That's why it is crucial that Internet users keep up on the latest scams and the steps to take to protect their personal and financial information when online. Here is an...

 

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Tuesday, February 4, 2014

Over half of American retirees expect to leave an inheritance for their loved ones, with an average value of more than $176,000.1 If you have recently received a bequest or are anticipating inheriting sizeable assets, now is the time...

 

Friday, December 20, 2013

The IRS has released the cost-of-living adjustments affecting dollar limitations for defined contribution and defined benefit retirement plans. The table below compares both the retirement plan and health insurance plan limits for 2012...

 

Wednesday, December 4, 2013

A farming almanac is an annual publication containing a guide for the coming year and a forecast of the times and statistics of events and phenomena important to growing. Farmers' almanacs have been a source of wisdom, rooted in the...

 

Tuesday, November 26, 2013

Online criminals continuously change their operating methods. That's why it is crucial that Internet users keep up on the latest scams and the steps to take to protect their personal and financial information when online. Here is an...

 

Wednesday, November 20, 2013

As 2013 draws to a close, the last thing anyone wants to think about is taxes. But if you are looking for potential ways to minimize your tax bill, there's no better time for planning than before year-end. And, with the higher rates...

 

Wednesday, September 18, 2013

Although many Americans now plan for a retirement up to 20 years, your retirement may last much longer.Traditionally, retirees were advised to project income needs over the length of time of retirement, add on an annual adjustment for...

 

Thursday, August 8, 2013

When Gladys retired from the phone company in 1997 at age 60, she was very happy with her $800-per-month pension and the $1,200 per month she was earning from certificates of deposit. Her monthly expenses were about $1,500, which left...

 

Wednesday, July 10, 2013

Economists and market watchers have been warning investors about the prospect of increased inflation since the housing bubble burst in 2007. But the inflation rate keeps going lower, not higher.As of April 30, 2013, the Consumer Price...

 

Tuesday, June 11, 2013

Understanding 529 Plan DistributionsParents looking to take advantage of the many benefits of saving for college with a 529 plan will want to know the full details on which educational expenses qualify for tax-free distribution status...

 

Wednesday, April 24, 2013

Managing money in retirement involves decisions about withdrawal rates, asset allocation and a host of other factors that will impact your lifestyle and how long your assets will last. Following are some straightforward answers to...

 

Thursday, March 14, 2013

Positive thinking is an important part of visualizing your financial future. As much as we recognize the need to save for retirement, many small obstacles tend to get in the way of taking action. It turns out the decisions we make...