Approaching Retirement Archives - Page 4 of 7

Advanced Planning Approaching Retirement

May 20, 2021

Protecting What’s Yours (After You Pass) Part 1: The Importance of Estate Planning

Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no…

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Approaching Retirement Early to Mid-Career In Retirement Workplace Retirement Plans

February 22, 2021

Cryptocurrency – Part 3: Trading Cryptocurrency

We covered a lot of ground in parts 1 and 2 of this three-part series on cryptocurrency. You may or may not be interested in using cryptocurrency as a means…

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Approaching Retirement Early to Mid-Career In Retirement Workplace Retirement Plans

February 17, 2021

Cryptocurrency – Part 2: Spending Cryptocurrency

In part 1 of our three-part series, we introduced cryptocurrency in general. Next, let’s explore the challenges and opportunities that exist for those hoping to earn, store, and spend their…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Not-For-Profit Workplace Retirement Plans

February 11, 2021

Gamestop & The Market

Are you out of breath trying to keep up with the breaking news about Gamestop and other red-hot trades of the day? The famous investor Ben Graham once said, "While…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement

January 27, 2021

Cryptocurrency – Part 1: A Basic Understanding

It’s hard to scan the financial headlines these days and not spot at least one call to action related to Bitcoin’s latest moves. Has all the attention given you cryptocurrency…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement Not-For-Profit Workplace Retirement Plans

January 27, 2021

ESG Investing – Part 1: What Is It?

If there’s one trait nearly everyone shares, it’s a desire to make the world a better place. No wonder there’s so much interest in environmental, social, governance (ESG) investing. Who…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement

December 4, 2020

Financial Best Practices for Year-End 2020

Has 2020 left you feeling like the fabled Greek figure, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load…

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Approaching Retirement Early to Mid-Career In Retirement

October 28, 2020

How to Make a Wealth-Transfer Plan

The intersection of financial, legal, and family issues can make wealth transfer a complicated matter. But a well-crafted plan can help ensure the process goes smoothly. Enlist your financial and…

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Approaching Retirement

October 27, 2020

The Importance of Long-Term Care Planning

Long-term-care insurance may not seem like a pressing priority if you’re still fit and active, but preparing for it now can help you to avoid harsh financial realities later—plus, you'll…

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Approaching Retirement Business Owners Early to Mid-Career In Retirement

October 15, 2020

Dollar Cost Averaging Vs. Lump Sum Investing

To dollar cost average, or, to not? This is an age-old investment question, which we have been getting a lot recently from our clients. So, what's the answer? As with…

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