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Don’t Succumb to the Fear of Missing Out
If you’ve followed markets or financial news, especially in the past few years, you may have come across the term “fear of missing out,” commonly abbreviated to FOMO. When markets keep going up, FOMO can start to creep in. It can start to feel like you’re leaving gains on the table by not rebalancing your portfolio to include…
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What NOT to Spend on During Inflation
Are you feeling shocked at how expensive your regular expenses are? Well, you’re not alone. Many Americans are feeling the burn as the price of daily goods increases due to stimulus checks and supply chain shortages. As the economy gets back on its feet after the COVID-19 lockdowns, inflation will likely stick around. However, inflation isn’t affecting all…
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Is Your IRA At Risk In This Market?
During bear markets, we must ask different questions about our money and our assets. It is no longer about which stocks will double over the next twelve months. Instead, it will likely be about how to preserve your portfolio value by investing in stable equities with a consistent yield or profitability to mitigate the risk of steep declines.…
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The History of the United States Treasury
Come the 4th of July, we all are reminded of the history and vision of the United States of America as a free, prosperous, and proud nation. Whether thinking about the history of the Revolutionary War or key figures such as Benjamin Franklin, the nations’ roots are appreciated and examined today. You may also be familiar with the…
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Retirement Requires a New Perspective on Wealth and Income
This 4th of July, you may be throwing a party, watching fireworks, barbequing something good, or all the above. But what remains important is that you can do all that with family and loved ones. Last year on the 4th, you may not have worried about market downturns or cost-of-living increases, but with market volatility and inflation threatening…
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3 Invaluable Things Invented by Baby Boomers
When you think of great inventors, you might think of Thomas Edison or Alexander Graham Bell. Of course, they are two of the most notable inventors, but they’re not the only ones. Some innovators who have had the biggest impact on our lives are of the Baby Boomer generation. Here are three invaluable things invented by Baby Boomers.…
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You’re Ready to Retire – But Are Your Finances?
Many people feel ready to retire, but fewer are financially ready to do so. It’s one thing to feel you’ve accomplished enough in your career or even that you’ve saved enough, but it’s another to have a plan in place that covers everything important. If you’re ready to retire, consider your finances. Have a Plan, Not Just a…
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Embrace Your Creative Side in Retirement
Retirement is a time for relaxation and quality time with your loved ones, but it can also be a time to explore new interests. It’s important to stay active and to challenge yourself to try new things, and research suggests that learning new things can help preserve memory functions.[1] If you haven’t yet attempted painting, sculpting, or playing…
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Legacy Planning – Thinking About the Next Generation
You’ve probably passed on pieces of wisdom to your children, but have you considered how you’ll pass on your wealth? Now that you’re reaching a certain age, you may be wondering how you’ll pass on family heirlooms, property, or the wealth you’ve built over many years. Proper legacy planning could be one of the greatest gifts you give…
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Flat Tires Don’t Have to Derail Your Retirement
When you’re cruising down the open road and everything is going smoothly, you’re probably not thinking about getting a flat tire. But, the reality is that it can happen at any time. Do you have a tire jack, lug wrench, and spare tire in the trunk? An under-inflated tire caused by a slow leak can be a dangerous…
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