Monthly Archives: September 2019

Market Volatility: Why It Often Pays to Stay the Course 

“The bigger they are, the harder they fall.” This saying has traditionally referred to battles or fights in which the larger opponent hits the ground hard when knocked out or defeated. But it can also refer to the financial markets. For example, consider the S&P 500 index, which is generally considered to be the main […]

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Five Common Retirement Planning Mistakes to Avoid

The statistics regarding retirement savings in America are sobering. According to a report prepared by the National Institute on Retirement Security, three-quarters of Americans fall short of conservative retirement savings targets for their age and income.  In addition, six out of 10 working-age individuals don’t own any retirement account assets, nor are they covered by […]

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529 Plan vs. Custodial Account: Which College Savings Plan is Best for You?

With student loan debt now exceeding one trillion dollars, many families are making a concerted effort to beef up their college savings so their kids aren’t carrying a heavy debt burden when they graduate. But the rising cost of college is making this more and more difficult. According to the College Board, the 10-year historical […]

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Why You Should Talk to Your Parents About an Advanced Healthcare Directive

Death is an unavoidable fact of life. The statistics regarding death still haven’t changed: 10 out of 10 people who are born will eventually die. This still doesn’t make it any easier to talk about death or serious medical issues — especially with the ones we love. However, it’s important to talk with aging parents […]

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