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WHY IS THE MARKET ADVANCING?

On August 21, the S&P 500 hit a 4-year high. It climbed 3% in the first three weeks of the[…]

WHAT TO BRING TO A MEETING WITH A FINANCIAL ADVISOR

The financial planning process is not merely a matter of numbers. When you meet with a financial advisor to map[…]

KEYS TO SELECTING A WEALTH ADVISOR

How do you find a good wealth advisor? That is a very important question. It is amazing how casually many[…]

FINANCIAL QUESTIONS FOR THE RETIRING HOMEOWNER

Do you see yourself retiring in the near future? In planning for that transition, you might want to consider the[…]

MANAGING THE UPS & DOWNS OF IRREGULAR INCOME

When your income stream is uneven, you must deal with some distinct financial issues. Besides cash flow, what do you[…]

WHEN WILL INTEREST RATES RISE?

Here’s a trivia question for you: when was the last time the Federal Reserve raised the benchmark U.S. interest rate? The[…]

RETIRING SOLO

Most retirement planning literature portrays a retirement transition in the context of a couple or a family – but what[…]

LOOKING AT THE NEW ESTATE TAX LAWS

With 2013 approaching, many families and their financial, tax and legal consultants are weighing major estate planning decisions. A short-term[…]

WHAT IS A “REASONABLE” RETIREMENT SAVINGS RATE?

How much salary should you defer into a retirement plan? Ultimately, the answer is “however much your budget allows you[…]

CAN WE AVERT THE “FISCAL CLIFF”?

Recently, you may have heard about the “looming fiscal cliff”, the “coming fiscal cliff” and so forth. What exactly is[…]

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