Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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Take the guesswork out of your IEP or SEP with this helpful article.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

There are benefits and limitations when you decide to donate stock.

Determine if you are eligible to contribute to a traditional or Roth IRA.

This calculator can help determine whether it makes sense to refinance your mortgage.

Estimate how much income may be needed at retirement to maintain your standard of living.

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

When should you take your Social Security benefit?

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