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A Key Market Warning Sign: Understanding the S&P 500 P/E Ratio

No matter how good a financial advisor claims to be, no one can predict the market. Yet it’s hard not to be worried when a steady drumbeat…

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Your Financial Plan Expired at Retirement. But How?

We don’t have to explain why the yogurt in the back of your fridge expired….


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Why 2022 is a Great Year to Make IRA Tax Draws

Like many retirees or soon-to-be retirees, you’re probably hoping to pass on a little financial…


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Couple Meeting with Financial Advisor

Why We Only Work with People In or Near Retirement

  Before you go on a journey, you probably check to make sure you have…


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Couple reviewing taxes on IRA

How Much of Your IRA Belongs to Uncle Sam and What to Do About It

When you open your IRA statement, it’s hard not to feel excited when you see…


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stockmarket

Active vs. Passive Investing: Which is Best for Retirees?

If a friend or family member were to ask what your investment style is, would…


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protect money from risk

How to Determine the Right Amount of Risk in Your Retirement

It All Comes Down to Want vs. Need   Congratulations, you’re the next contestant on The…


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social security and money

What Role Will Social Security Play in Your Retirement?

Figuring out how and when to elect Social Security can be downright puzzling, especially when it comes to ensuring…


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market correction on way

Is a Market Correction on the Way?

Signs Point to a Change Coming in Q4   Are you biting your nails over…


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