4 Steps to Follow If Confronted With An Unexpected Early Retirement

Early retirement is a concept that, at one point in your working life, may have seemed like a dream. Yet many Americans who have retired early have done so not by choice, but because of circumstances out of their control. For some people, it may be an injury or an accident that has short-circuited their…

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Is It Time To Move Money From Old Retirement Plans?

Over the course of their lifetime, the average American changes jobs 12 times and works for 5-7 different employers1. If this rings true for you, you may be among the millions of people who have started 401(k) or 403(b) plans with multiple companies over the years. If you have money sitting in those old workplace…

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How to Bounce Back After A Financial Setback

Many Americans at one point or another will deal with an unexpected event that has financial implications. As a financial advisor, I’ve witnessed many families encounter – and more importantly overcome – financial setbacks. For most families I work with, setbacks occur because of circumstances beyond their control, such as a job layoff, a car…

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Insights on the Newest Trends for Your Money

Technology has inspired new ways for investors to manage their finances – often with added convenience and efficiency. Yet anything new comes with a degree of risk. Here is an introduction to four new money trends, including what each one is designed to do and some considerations before you decide whether to incorporate them into…

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Single, Divorced or Widowed? Here are Tips for Managing Your Finances as You Get Older

Forty-one percent, or approximately 19.5 million Americans, age 65 and older are single, according to the most recent data available from the U.S. Census Bureau.1 This means a significant number of people are entering or preparing for retirement with a relationship status of single, divorced or widowed. If you are a part of this group…

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5 Mistakes to Avoid When Planning for Retirement

The most important goal for many of my clients is to retire on their terms – which often means planning a long, secure retirement that enables them to check off items on their ultimate bucket list. Retirement requires careful planning in addition to avoiding financial missteps along the way. Here are five common mistakes and…

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