We are often asked by those fortunate enough to have a defined benefit pension plan – should I take my benefit as a lump sum at retirement?
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Collections of portfolios. So many of us have them….from current and past employers and investment managers. But more accounts are not better.
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Add this to the spoilsport list of things we'd advise you to do less of: Read less (but not no) news.
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Wealth growth takes time. Homes are often owned for 5, 10, 20 or more years. Patience over time is rewarded.
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Oscar-winning actor Jack Palance once said in a commercial for aftershave, “confidence is very sexy…don’t you think?”
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Money is weird. It can buy some happiness for sure, despite the famous saying.
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It’s my belief that the process of wealth creation is a combination of investment return plus the effects of investor behavior.
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There’s money and there’s wealth.
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While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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With the popularity of robo-advisors, are financial professionals still necessary?
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Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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