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Consider Multiple Factors When Creating Retirement Plans

When you create your financial and investment strategies for retirement, what will you need to know? In other words, what factors should you consider, and how will these factors affect your investment-related decisions, before and during your retirement?

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Put a Trusted ‘Quarterback’ on Your Financial Team

Your ideal financial strategy will involve investments, taxes, and estate planning. That means you'll likely need a financial advisor, a tax professional and an attorney.

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2018 IRA Contribution Limits

As a small business owner, you have several different options when saving for retirement. Two of the most popular are to use either a traditional IRA or a Roth IRA.

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New Year's - Time for New Year’s Financial Resolutions

We’ve reached the end of another year – which means it’s just about time for some New Year’s resolutions. There are many worthy goals including these financial resolutions.

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During Holidays, Be Extra Vigilant About Protecting Financial Data

To help achieve your long-term goals, such as a comfortable retirement, you should save and invest regularly. But that’s only part of the picture. You also need to protect your financial assets in various ways.

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Here’s Your Retirement Countdown

If you want to enjoy a comfortable retirement lifestyle, you don’t need to have been born rich or even to have earned scads of money during your working years. But you do need to make the right moves at the right time – which means you might want to start a “retirement countdown” well before you draw your final settlement check.

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How to Save Money: 8 Big Ways to Cut Your Spending

You're probably always hearing about ways to save money on fuel, truck maintenance, taxes, and business expenses. But what about everything else? If you’re trying to get out of debt, set money aside, or simply improve your financial situation, there are plenty of other ways to cut back your spending.

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Stay Calm on the Investment “Roller Coaster”

If you are an investor, then you know the markets can have a rollar coaster effect. Staying calm is key to success. Here are a few suggestions.

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Diversify Your Investments But Consolidate Your Providers

You have probably heard that diversification is a key to investment success. So, you might think that if diversifying your investments is a good idea, it might also be wise to diversify your investment providers – after all, aren’t two (or more) heads better than one? 

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