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Financial Planning

Target Date Funds: What They Are and When to Use Them

These financial tools automatically rebalance as you near retirement. A target date fund is an investment instrument designed to become more conservative as it approaches a predetermined future date. For investors looking to simplify their retirement strategies, target date funds can be appealing for their “set-it-and-forget-it” nature. But how do they work and are they…

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10 Questions To Ask When Relocating In Retirement

Did you know that 40% of workers today plan to move to a different city or region after they retire?1 This underscores a trend of retirees eager to explore new horizons, trade familiar environments for fresh ones, and even redefine what their retirement living might look like. However, the decision to relocate during retirement shouldn’t be…

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Are You Prepared For A 30 Year Retirement?

The good news? Retirees are living longer. The bad news? Many aren’t planning for it financially. Life expectancy is a key piece of retirement planning. After all, you’ll need to estimate your lifespan to determine how much money you’ll need to retire comfortably. Many pre-retirees speculate on this figure or overlook it entirely. So, how…

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3 Biases That Can Sabotage Your Wealth

Making financial decisions can often be more challenging than it appears. A variety of subtle influences can cloud our judgment. Among these, behavioral biases like anchoring, loss aversion, and herd behavior have been found to shape our choices significantly. In this article, we’ll explore each of these biases and ways to counteract their influence.  Anchoring …

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5 Strategies to Boost Your Retirement Savings

Whether your retirement date is fast approaching or you still have a few years to go, it’s important to take steps to boost your nest egg so you’re better prepared to meet your goals. Consider the following five strategies for maximizing your savings potential. Maximize tax-advantaged contributions Get the most out of your savings by…

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Money Conversations are Hard

Do you find it difficult to talk about money with your partner? Join the club. Money is a leading cause of stress in relationships. When it comes to money, communication is key. Constructive money conversations create transparency, establish shared goals, and provide meaningful insights into each other’s perspectives. So, how do you open up the…

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Have You Reviewed Your Insurance Policies Lately?

For high-net-worth individuals, having insurance is not only a matter of protecting assets but also ensuring peace of mind. Without insurance, you’re one accident or lawsuit away from draining your savings and jeopardizing your financial security. So, it is critical to have a comprehensive insurance plan that covers all potential risks. Let’s do a quick…

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Riches to Rags: Poor Money Choices of 5 Celebs

An increase in assets doesn’t come with an increase in financial acumen. Financial Literacy Month is a great time for us all to expand our knowledge. It’s also a great time to raise awareness of the many scams, frauds, or predatory lending practices that affect too many families every year. Sometimes we analyze “best practices”…

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Gratitude’s Impact on Your Money Mindset

When we hear the term “gratitude,” most of us think of living a happier and more fulfilling life. We think of slowing down, being mindful, and cherishing the small moments, like savoring a cup of coffee or reconnecting with an old friend. But how does gratitude shape our perspective on money? Could practicing gratitude be…

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