Falling Assets

Here’s some good news: The Center for Retirement Research (CRR) at Boston College reports that between 2013 and 2016, households led by someone between age 55 and 64 in the…

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A New Retirement Tool

You’ve worked hard your whole life to build your nest egg and create stability in retirement. Considering all options to ensure your assets are used in the most balanced and…

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Monetary Systems

In the days before cash, people bartered goods and services. Then we established various forms of “cash” payments, from paper bills and coins to checks, credit and debit card payments.…

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Update on the DOL Fiduciary Rule

In August, the Department of Labor (DOL) proposed to delay the launch of the final portion of the new “fiduciary rule” until July 2019. Part of the rule went into…

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Smart Couples Finish Rich!

Discover steps to secure a happy retirement together. Learn the 5 key financial decision every couple needs to make, the new tax rules, how to prepare for future market corrections…

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Tomorrow on Retirement Solutions Radio!

What should you do with your investments before December 31st that could save you thousands of dollars? Find out tomorrow on Retirement Solutions Radio show, “9 Not-So-Obvious Year-End Financial Planning…

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The Nature of Risk and Reward

Every investment carries some risk. However, it’s a misnomer to think that the bigger the risk you take, the bigger the reward you’ll receive. This may be especially true for…

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