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Student Loan Forgiveness Is Good for Investors. Here’s Why

| September 1, 2022
Student Loan Forgiveness Is Good for Investors. Here’s Why

Investors should take a macro perspective and look at the positives of student debt forgiveness President Joe Biden’s student loan forgiveness plan is generating plenty of controversy. Lawmakers on both sides of the aisle have expressed concerns. There is a strong case for why the measure makes sense for overall economic growth, however. Last week, […]

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The Market Is Down. Should I Change How I’m Investing?

| August 30, 2022
The Market Is Down. Should I Change How I’m Investing?

Whether the market goes up or down, we’re never 100% certain about what caused it. However, we can make educated guesses based on factors and events that drive economic shocks. Rising inflation rates not seen in 50 years, a war in Ukraine, supply chain disruptions, and the economic slowdown in China are a few of […]

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Why It’s Important To Make Investments (Even During Uncertain Economic Times)

| August 2, 2022
Why It’s Important To Make Investments (Even During Uncertain Economic Times)

Investments are often associated with keeping your money safe. With all the talk about recessions and inflation this past year, investing may be low on your priority list. If you’re able to budget your money well and have something leftover each month, investing some of your money is still worth considering. An investment is making […]

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Save Yourself From A Savings Crisis

| July 14, 2022
Save Yourself From A Savings Crisis

While some nations in the developing world struggle with food scarcity, lack of potable water, and the horrors of perpetual warfare and terrorism, a crisis of another sort loom over several of the world’s most affluent countries. It isn’t particularly dramatic so it doesn’t usually make the top news stories, but it affects millions of […]

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Lessons From Decades Of Investing

| June 28, 2022
Lessons From Decades Of Investing

The economy and the stock market are both in the dumps right now and people are freaking out.  Volatility and the interest rates are the only things going up.  Times like these are humbling and they remind investors that we’re not the market geniuses we pretend to be.  Retirees and older investors are especially concerned […]

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Nine Suggestions To Help You Stay Sane In A Volatile Market

| June 14, 2022
Nine Suggestions To Help You Stay Sane In A Volatile Market

The following letter was sent to clients earlier this week. I thought you might find these suggestions to help you stay sane in a volatile market helpful as well. For investors, the 2022 stock market continues to be a difficult one. Not surprisingly, it can be hard to keep your cool during one of the […]

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Retire BEFORE Retirement Age… Warning!

| May 17, 2022
Retire BEFORE Retirement Age… Warning!

If you’re thinking of retiring before retirement age, you might have a problem. For example, how do you access your money in retirement accounts, if you’re not yet retirement age? It’s a great question, and you can find the answer here. What to do to retire early… This article originally appeared at Money Scoop.

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6 Strategies To Inflation-Proof Your Retirement Portfolio

| April 12, 2022
6 Strategies To Inflation-Proof Your Retirement Portfolio

Initially considered “transitory” due to the economic re-emergence from the COVID pandemic, inflation now appears here to stay, at least for a while. The consumer price index reached an annualized inflation rate of 7.9% in February, the highest in over 40 years. Understandably, many people are concerned about the effect of inflation on their nest […]

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How Much Money Do You Need To Save For Retirement?

| March 22, 2022
How Much Money Do You Need To Save For Retirement?

How much money do you really need to save to retire comfortably? For many people, this question causes a lot of anxiety. On the one hand, you want to save enough so that you don’t run out of money after you’ve stopped working. Your retirement account should be large enough to cover you for the rest of […]

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4 Retirement Financial “Whats” To Answer Before And During Retirement

| February 17, 2022
4 Retirement Financial “Whats” To Answer Before And During Retirement

Now 12 years into my early retirement, I continually learn more about successfully funding and living my desired retirement lifestyle. One of the lessons learned is answering a few retirement financial “whats” questions. There’s a lot of both having trust in established processes and winging it when it comes to retiring. Getting most of it […]

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