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Older Americans Month
Each May is Older Americans Month, a time to celebrate the wisdom of aging people, recognize their many contributions, and facilitate discussions related to older adults. This year’s observance coincides with the 2023 Retirement...
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The Financial Impact of Losing Your Spouse
The loss of a spouse has profound emotional and financial consequences. Planning for this possibility is vital for your financial stability— even after your partner is gone. Changes to your income are inevitable after a spouse...
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Creating a Values-Based Estate Plan
Many investors have some understanding of traditional estate plans that specify how you want to distribute your property after you die. A values-based estate plan is different, but the two types can overlap, giving voice to how you...
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The Delta Factor
The après-COVID party is in full swing. Travel is booming. Restaurants are full. Real estate is on a roll. Even used cars are a hot commodity. In 2021, the Dow Jones Industrial Average (DJIA) recently topped 35,000 and other major...
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The Greening of Wall Street
The green revolution is upon us. Like it or not, the world is shifting away from fossil fuels toward renewables. Solar and wind farms are sprouting up across the globe. The major car companies are phasing out gas-powered vehicles and...
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Real Estate Is Booming. Is a Bust Ahead?
Anyone looking to buy or sell a home lately has probably been hit by sticker shock. Residential real estate prices have gone through the roof, increasing at rates unseen since 2005. According to S&P Case-Shiller, home prices in March...
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Despite Pandemic, Americans Are Saving for Retirement
The global pandemic has taken a grim toll on lives and livelihoods. Many have been laid off, furloughed, or taken on more debt to tide things over. Many others have had to scale back their lifestyle or help support family or friends...
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Social Security and You: What Does the Future Hold?
Social Security benefits currently represent approximately 33% of the aggregate total income of Americans aged 65 and older, according to the Social Security Administration. For future generations of retirees, Social Security may...
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Growth vs. Value: Two Approaches to Stock Investing
For growth stock investors, it's been a heady time. Growth stocks recorded a total return of 33.5% for the year ended December 31, 2020, significantly eclipsing value's 1.4% showing. And over the past five years, growth has...
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New Year's Resolution: Manage Your Debt
As the new year dawns, most Americans are probably happy to bid good riddance to 2020, a year marked by the COVID-19 pandemic, lockdowns, political brawls, and challenging economic times. Many have had to take on debt to tide them over...
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