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TOP REASONS TO DELAY RETIREMENT

Many people dream about retiring in their 60s, leaving behind the grind of day-to-day work in order to pursue their passions. However, increased longevity rates coupled with inadequate savings make this more of a fantasy than a reality for most Americans. It's no...

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SPECIAL RETIREMENT PLANNING CONSIDERATIONS FOR WOMEN

Research consistently shows women are saving far less for retirement than men, with potentially disastrous results. Consider, for instance, an analysis by the National Institute on Retirement Security that found women were 80 percent more likely than men to be...

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HIGHER INTEREST RATES: WHAT INVESTORS NEED TO KNOW

The Federal Reserve voted last week to raise interest rates, and judging from the amount of hype around the move, you might think the sky is falling. But history suggests that investors have little to be concerned about. Here’s a look at what’s happening: On...

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HOW MUCH DO I NEED TO SAVE FOR RETIREMENT?

Many people have definitive ideas about the lifestyle they envision for themselves in retirement, but are often less certain about how much money they'll need to amass in order to make these dreams a reality. Financial advisors have traditionally recommended people...

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PUT RETIREMENT SAVINGS FIRST

You've probably read gloomy statistics about how most Americans aren't saving enough for retirement. In our experience, people understand the importance of saving and truly want to set money aside, but with so many competing financial priorities they understandably...

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NEW RULES FOR AVOIDING LATE FEES ON IRA ROLLOVERS

Over the years we've had clients accidentally miss the 60-day window when attempting to roll over company plans and IRAs, resulting in unintended monetary penalties. There have been some recent IRS changes that could help you avoid similar problems. When a client...

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