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Retirement Planning During Changing Times

November 19, 2019 |

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth...

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Medicare Update

November 14, 2019 |

Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word “entitlement” has come to have a connotation with welfare programs. The...

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Can Your Portfolio Weather an Economic Storm?

November 4, 2019 |

Let’s talk a little about famous last words. On Nov. 8, 2007, then-Federal Reserve Chairman Ben Bernanke told lawmakers that the U.S. economy did not appear headed for recession. One...

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What’s New in Banking

October 15, 2019 |

Nearly a quarter of the adult U.S. population is “underbanked.” This means they don’t regularly use a bank (or a bank’s mobile/online capabilities) to deposit checks and pay bills. That’s...

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Fingerprint, Retina Scans Not Just for James Bond Anymore

October 8, 2019 |

Most people using the internet to shop, conduct financial transactions or read firewall-protected content are likely familiar with the aggravation of maintaining passwords. Worse yet, tech experts now say conventional...

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What’s Up With the Markets?

October 1, 2019 |

Anyone who followed the often-used investment adage, “Sell in May and go away,” is likely pleased with their decision after the markets struggled in the month of August.1 While recent...

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Small-Business Growth Has Economic Benefits

September 24, 2019 |

A promising way to jumpstart the U.S. economy is by helping more entrepreneurs establish their own businesses. The 30.2 million U.S. small businesses represent 99.9 percent of all businesses in...

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What Is the Beige Book?

September 17, 2019 |

The Federal Reserve’s Federal Open Market Committee (FOMC) evaluates a plethora of factors before making any monetary policy decisions at meetings, which generally take place eight times a year. One...

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Common Investing Mistakes

September 3, 2019 |

In our personal lives, we have a conscience that keeps us from doing not-so-nice things. Sometimes we even get a creepy-crawly feeling when we think someone may be up to...

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Examining the Work/Life Balancing Act

August 27, 2019 |

Researchers have estimated how much of our lifetime is spent on various activities. For example, based on a lifespan of 80 years, the average person will spend:1 26 years sleeping...

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The Growing Popularity of Annuities

August 20, 2019 |

Annuities are nothing new; in fact, they’ve been around since Roman times, and maybe even before that.1 But they’re seeing a modern-day surge in popularity, fueled by pre-retirees and retirees...

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Where Is Dad’s Money?

August 13, 2019 |

Imagine if, sadly, Dad dies or becomes incapacitated. You’re in charge of handling all his financial affairs, from managing his investments to putting income sources in place for Mom. There’s...

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Pros and Cons of Legislative Inertia

August 6, 2019 |

While the 2020 presidential election gains steam, it seems that the passion for new legislation has taken a backseat. As of July 1, the Democrat-controlled House of Representatives had passed...

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2019 Midyear Outlook

July 30, 2019 |

Kiplinger recently noted that the U.S. stock market appeared more resilient than ever, having bounced back from a devastating end of 2018. Employment remains relatively steady, inflation flat and the...

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Tech Talk: Energy Innovation, Machine Learning and Artificial Intelligence

July 23, 2019 |

Technology is the largest single segment of the stock market — bigger than the industrial and financial sectors. It’s also an industry of constant innovation and unlimited potential, presenting enormous...

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Don’t Avoid Family Conversations About Money

July 16, 2019 |

One of the first discussions a young couple may have when starting a family is about affordability. How will they pay for child care? Will one spouse quit their job...

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Stock Market Roundup: What to Watch

July 9, 2019 |

Between 1926 and 2018, the S&P 500 experienced double-digit annual losses only 11 times. Not only did the market recover, but the index has never permanently lost ground in any...

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More Tax Considerations For 2019

July 2, 2019 |

According to IRS estimates, taxpayers collectively pay about 82 percent of taxes they legitimately owe. This amounts to about $458 billion annually in lost taxes, based on data from 2008...

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Boosting Financial Literacy is a Top Priority

June 25, 2019 |

Financial literacy has always been a challenge. However, now that much of the burden of retirement income has shifted to employees instead of employers, it is all the more important...

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Retirement Planning Challenges

June 18, 2019 |

In 1985, only 10 percent of people aged 65 and older were either in the workforce or job hunting. Today, that share has doubled, for a couple of reasons. First,...

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