Money Clinic: The New Version of Retirement

Plan on retiring at age 65? The Baby Boomer generation is setting a new pace as they settle into their Golden Years. Many Boomer workers plan to, or are already working past age 65. Some do not plan to retire at all. Challenged by the wobbly three-legged stool that includes Social Security, employer-sponsored retirement benefits […]
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Money Clinic – Special Edition: Stay Out of Harm’s Way

One of the easiest ways to make money in the financial markets is to not lose money. It is important to have money in your portfolio that is not subjected to loss, even if it is a small portion. Besides the psychological benefit of knowing you can’t get completely wiped-out, there are strategies you can […]
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Money Clinic: Financial Planning = Choices²

Planning a path for your money to grow over the next 30 or 40 years is no small matter. The term “financial planning” can be very intimidating. Financial institutions have rolled-out the concept of “financial planning” in order to dazzle you with information and base recommendations on simulations, projections, and questionnaires. Basically it is just […]
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Money Clinic: Safely Navigating the Retirement Danger Zone

Statistics show that the most critical years for retirement planning are the three years before retirement and the three years after retirement. This crucial six-year window can be referred to as the “retirement danger zone.” Within this timeframe, two very important aspects of retirement planning are often neglected – the distribution and income phase. Any […]
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Money Clinic: The Whole is Equal to the Parts

When it comes to organizing and planning your personal finances, it important to realize that every financial decision you make effects your whole financial picture in the long run. That is why it is so important to take an inventory of each financial asset and liability you have so that you know where you stand […]
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