Savings Strategies for the Gig Economy

If you’re one of the growing legions of gig workers, freelancers, or commission-based employees, your income stream might feel a bit like a roller coaster. And that can make it tough to save for retirement. “More and more people are…

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Is a Will or Trust Right for You?

If you have a will, there’s a question you should be asking yourself: “Do I also need a trust?” You might be surprised. A revocable living trust can be a useful estate-planning tool for people at all income levels, not…

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How to Plan a Retirement Timeline

Retirement planning can be challenging, but creating a timeline can help ensure your savings stay on track. Here are some expert tips for helping to ensure your retirement plans are on schedule at every stage. Set an income goal—and know…

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How to Avoid and Correct Tax Issues

Nobody likes unexpected tax bills or IRS penalties. So how can you minimize the possibility of errors on your return? And if an error does still slip through, what then? In both cases, it’s often a matter of paying close…

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Financial Strategies for Women Investors

Today, women are playing an ever-increasing role in making important financial decisions – whether for themselves or for their families. While many of the basic rules of investing hold true for all investors, some life events affect women differently than…

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Elder Financial Abuse: The Silent Crime

Elder financial abuse has the potential to impact all of us on some level. Whether you are protecting a loved one from becoming a victim or actively taking precautions to protect your personal estate, fraud and exploitation is a risk…

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Review Your Investment Objective

Periodically reviewing your investments to ensure they are on the right track is an important and meaningful measure in working toward your financial goals. Here is a simple but valuable way to get more from your investment strategy. When your…

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Planning for an Unexpected Early Retirement

Even with a solid retirement plan in place, life can include big and unexpected changes — often unanticipated. About 46% of retirees left the workforce earlier than planned, according to the 2016 Retirement Confidence Survey released by the Employee Benefit…

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