Is a Market Correction on the Way?
Signs Point to a Change Coming in Q4 Are you biting your nails over recent headlines about the possibility of a market correction this quarter? If you have a […]
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Don’t Feel Confident About Retirement? This Might Be Why
A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried
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What is an Annuity? And Could it Be Part of Your Retirement Strategy?
Ah, annuities: the product the financial services industry loves to hate. But are the hard feelings warranted? Let’s breakdown why annuities got so bad a rap and whether today’s products
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Planning for Retirement vs. Planning in Retirement
Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two
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The Smart Retiree’s Cheat Sheet for Trusts
Find Out What Each Type of Trust Does (or Doesn’t Do) For many of our clients, having a trust is a must. That’s because in this life stage the focus
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The History of Retirement Planning Might Surprise You
Necessity is the Mother of Invention We’re often asked what the difference is between a retirement planner and a financial advisor and why it’s important. But to truly understand why retirement planning matters,
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4 Dirty Secrets Financial Planners Don’t Want You to Know
Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can
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What is a Retirement Planner?
Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder
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Help Us Fight Alzheimer’s With Heart & Sole
Join Forces With Golden Reserve in This Year’s Walk to End Alzheimer’s® Alzheimer’s is anything but an anonymous disease, especially within our own Golden Reserve community. We’ve seen the devastating personal toll
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The Looming Cost of Long-Term Care
If you read our article on the One Thing Your Retirement Plan is Probably Missing, then you’re familiar with the threat long-term care can pose to your retirement savings. But
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