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Certain Uncertainties in Retirement

Two financial unknowns may erode our degree of confidence. The financial uncertainties we face in retirement may risk reducing our sense of confidence, potentially undermining our outlook during those years.

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June 2019 Economic Update

In this month’s recap: major stock benchmarks descend as new developments in the U.S.-China tariff dispute lead to a broad risk-off in equities; consumer confidence surges, while the housing market cools.

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The Week Ahead: Answer 3 Questions Before Taking Social Security. Find out the truth about long-term investing.

High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of investing apply just as equally to them as any other investor, but these investors need to be mindful of issues that typically arise only from substantial wealth.

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Weekly Economic Update

In this week’s recap: U.S. benchmarks decline as trade issues remain front and center in the Wall Street conversation; major consumer confidence indices are notably high.

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Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit? Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source.

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Putting a Price Tag on Your Health

Being healthy not only makes you feel good, it may also help you financially. We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the face of temptation or the easy option of procrastination. For some, the monetary benefits of maintaining a healthy lifestyle may provide an incentive.

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Long-Term Investing Truths

Key lessons for retirement savers. You learn lessons as you invest in pursuit of long-run goals. Some of these lessons are learned when you begin saving for retirement, and others, you glean along the way.

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Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. High net worth investors face investment challenges that some would consider unique to their financial status.

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The Week Ahead – Are your investment decisions based on evidence or emotion? Have you considered an Ira charitable rollover (aka QCD)?

If you want a tax break and want to help a nonprofit, this may be a good move. Have you ever wanted to make a major charitable gift? Would you like a significant federal tax break in acknowledgment of that gift? If so, an IRA charitable rollover might be a good option.

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Your Financial Strategy

Like a chess grandmaster, it’s worth thinking a few moves ahead. Thinking about retirement might seem unpleasant. As you budget your monthly bills, you might feel as if you simply don’t have enough to handle both your day-to-day affairs and still save for the future.

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