Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
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“Wealth is the ability to fully experience life.” – Henry David Thoreau
Retiring Earlier Than Expected? What To Know
Retiring earlier than expected can be disheartening. Learn steps that can help you smoothe the road ahead.
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3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
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Where Do You Want Your Financial Roadmap To Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.