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Retirement In Sight: A Strategy for Monetary Gifts for Family

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth. First, the […]

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Monthly Economic Update – March 2022

U.S. Markets Escalating tensions in Eastern Europe upended markets in February, sending stocks lower for the month. The Dow Jones Industrial Average dropped 3.53 percent while the Standard & Poor’s […]

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Retirement In Sight: Guarding Against the Four Common Money Biases

Our attitudes about investing, saving, spending, and financial matters are shaped by a variety of influences, both early and later in life. These attitudes can foster some very good habits, […]

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Monthly Economic Update – February 2022

U.S. Markets Rising yields, elevated inflation, and a hawkish-sounding Fed took turns rattling the stock market in January, with technology-heavy Nasdaq particularly hard hit.  The Dow Jones Industrial Average dropped […]

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Retirement In Sight: How Much Will Saving an Extra $1k Each Year Help You?

Did you ever wonder what might result from such a small boost to your retirement saving effort, even in midlife? While there is no ready answer to this question thanks […]

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Monthly Economic Update – January 2022

U.S. Markets Stocks rallied in December as early data suggested that the health impact of the Omicron variant was less severe than initially feared. The Dow Jones Industrial Average picked […]

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Retirement In Sight: When You Are Within Five Years of Retirement

If your anticipated retirement date seems about five years away, think about some of the proactive steps you could take before that date arrives. Acting now could save you some […]

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Monthly Economic Update – December 2021

U.S. Markets Reports of a new COVID-19 variant in late November roiled markets as a wave of selling erased the month’s earlier gains. The Dow Jones Industrial Average took the […]

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Retirement In Sight: If the SECURE Act 2.0 Becomes Law, What Changes?

The SECURE Act altered rules for retirement accounts with a goal of helping both retirees and pre-retirees. Now a legislative sequel, known popularly as SECURE Act 2.0, is proceeding through […]

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Monthly Economic Update – November 2021

U.S. Markets A strong corporate earnings season renewed investor enthusiasm for stocks and propelled the market to healthy gains in October.  The Dow Jones Industrial Average advanced 5.84 percent while […]

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