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The Value of Advice: Stretching Your Retirement Dollars

The Value of Advice: Stretching Your Retirement Dollars

For some people, deciding whether to work with a financial adviser can be a process fraught with uncertainty. Do you ever wonder if working with an adviser is “worth it,” or whether you could do the job better yourself?

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Why Entrepreneurs Need Financial Planning

Why Entrepreneurs Need Financial Planning

Starting a new business is exciting, and those who start businesses share some unique traits. They’re usually comfortable with risk. They’re optimistic about the future. And some either won’t, or would prefer not to, work for someone else. Many...

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The Best Holiday Gift? A Plan for Your Financial Well-Being

The Best Holiday Gift? A Plan for Your Financial Well-Being

It’s the most generous time of the year, when celebrations, gift-giving and charitable contributions are on the minds of most Americans. For the next few weeks, we’ll see crowded malls, a cascade of online purchases, and presents piling up under...

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5 Tax To-Dos This Fall

5 Tax To-Dos This Fall

Hard to believe we’re almost to the fourth quarter! Before you know it, tax time will be here again. Now is a great time to reflect on what’s changed for you this year (or on what could change before the end of the year) and start making some moves...

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403(b)Careful! Tips to Avoid the Pitfalls of High Fees and Hidden Charges

403(b)Careful! Tips to Avoid the Pitfalls of High Fees and Hidden Charges

If you’re a teacher or work for a school district, things are busy for you right now. With school starting, you’re likely consumed with lesson planning, parent-teacher nights, getting to know your students, and adjusting to your new schedule. And...

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