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Retirement In Sight: Think of These Factors as You Think About Retirement Income

If retirement is drawing closer, you will want to ask yourself some key questions relating to your future income. Answering these fundamental questions may help to give you a better picture of the monthly cash flow needs of your retiree household. The first two questions concern time. One, when do you anticipate retiring? Two, how […]

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Monthly Economic Update

The Month in Brief December 2018 will be remembered for its volatility and its challenges. The S&P 500 flirted with bear market territory, dropping 10.16% for the month. Appetite for risk declined here and abroad in the face of tariffs, concerns about the Federal Reserve raising interest rates too quickly, a federal government shutdown, and […]

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Retirement In Sight: Can You Psych Yourself Up to Save More?

You have probably spent decades saving for retirement, and you might have a decade or more of saving to go before you retire. At times, your resolve may be tested. The stock market may falter; household money pressures may mount; new near-term priorities may arise. What can you do to stay on point and stick […]

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Monthly Economic Update

The Month in Brief For most of November, the stock market was plagued by the same skepticism evident in October: the sense that corporate profits were declining and economic growth was slowing. Then Federal Reserve Chairman Jerome Powell threw investors a line. He delivered a speech late in the month that soothed some of the […]

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Retirement In Sight: Retirement Planning Continues After You Retire

It can be easy to think of retirement planning as a means to an end: a series of purposeful meetings leading up to a life transition. Yet this transition is not the end of retirement planning. Think of this transition (and the steps preceding it) as the first phase. The second phase focuses on managing […]

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Monthly Economic Update

The Month in Brief October certainly lived up to its reputation for volatility. The S&P 500 suffered its second correction of the year as investors wondered if they were seeing early signs of the peak of the current business cycle, absorbing news of moderating corporate earnings, while also considering the potential impact of higher interest […]

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Retirement In Sight: Three Years or Less to Retirement? Get Ready

If retirement feels less like a possibility and more like an oncoming certainty, then it is time to respond. This is the time to firmly decide whether you want to age in place in your current home or relocate. This is when you work on sustaining the friendships you have made in your career, while […]

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Monthly Economic Update

The Month in Brief Wall Street maintained its optimism in September. While trade worries were top of mind for economists and investors overseas, bulls largely shrugged at the prospect of tariffs and the probability of another interest rate hike. The S&P 500 rose 0.43% for the month. On the whole, U.S. economic indicators were quite […]

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Monthly Economic Update

The Month in Brief Investors certainly received a wake-up call in February. A correction hit Wall Street for the first time in nearly two years, and benchmarks overseas were also challenged. Two weeks later, though, the S&P 500 had gained back more than half of what it had lost in the dive. Prices of important […]

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