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Emergency Savings: A neglected part of financial wellness

You’ve heard the rule of thumb: Have an “emergency savings” set aside for unexpected costs. It’s a simple enough idea, but most Americans put it at the back of their financial priority list. In fact, more than 50% of Americans say they couldn’t come up with $500 at a moment’s notice.

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Beyond Medicare – How to Fund Health Care Costs in Retirement

As retirement draws closer, many of us cling to a false sense of security that Medicare will cover all of our health care costs. Once we hit 65, it’s all taken care of and we don’t have anything to worry about, right? Wrong. While it’s true that beginning at age 65 most Americans become Medicare…

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So You Want to Retire Early? What You Can Do Now to Prepare

You’ve done your time. You’ve had a long (and hopefully rewarding) career and are ready to ease into retirement. There’s one problem. You’re not quite officially retirement age yet. You have a few years (maybe more) until you reach age 62 and can start receiving Social Security. And a few more years still until you…

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Surviving Market Volatility During COVID-19 Virus Uncertainty

During this time, it may be comforting to remember that you are not alone. Everyone is wondering what the future holds for the Coronavirus (COVID-19). Everyone has the same fears and anxiety that you may be feeling right now. When it comes to your investments, all you can really control is how you react. Sticking…

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Helping Your Child Buy a Home

How quickly they grow up. Spend a few minutes talking to parents whose children are now grown up and you might hear a common refrain that goes something like this: the years go by so fast, one day they were in diapers and the next day they were moving out of the house. When a…

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