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Financial Goals

Retirement

Are You Underprepared for Retirement?

A university study serves as a wake-up call. Financially speaking, how many Americans are truly on track to retire? A recently published white paper suggests that about half of us are approaching our “third acts” with faulty assumptions. Perception…

Young Investors

Smart Money Tips for Millennials

As a millennial, you enjoy advantages when investing: time and the power of compounding. As a millennial, you enjoy advantages when investing: time and the power of compounding. The investing maxim Rule of 72 clearly demonstrates the latter. Divide…

Estate Planning

The Best Way to Leave an Inheritance

Retirees are considering new ways to leave money to heirs. You can’t take it with you, so you may as well leave it to someone you love. Right? That’s a sentiment most people don’t expect to apply in real…

Business

Can You Protect Your Wealth By Leveraging Your Business?

There are times when business owners should leverage their companies. Depending on their economic circumstances situation, part of the decision to take on debt may entail making sure their assets are insulated from unfounded and groundless lawsuits. By using…

Retirement

Taking a Loan from Your Retirement Plan = Bad Idea

Why you should refrain from making this move. Thinking about borrowing money from your 401(k), 403(b), or 457 account? Think twice about that, because these loans are not only risky but injurious to your retirement planning. A loan of…