Archive for Year: 2016

Retire and Spend Courageously

Retirement is a time of excitement and anxiety regarding if your savings will last through your entire remaining life. Many retirees find that their spending is more costly in the beginning, and slows as they age.  If you are sure you’ll be cutting back as you age, you can...

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June 2016 Newsletter

Mental Accounting: Help or Hindrance? Mental Accounting attempts to describe the process where people code, categorize, and evaluate economic outcomes for their money.  This term was developed by psychologist Richard Thaler in the late1980s when he discovered that people may have multiple mental accounts for various things, but all...

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What To Do With Your Inheritance

What To Do With Your Inheritance Doing your homework and seeking advice is highly recommended when an individual or family is faced with what to do with an inheritance. Understanding your options is crucial in a potential life changing event. Inheritance Depending on the stage of life you are in...

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May 2016 Newsletter

What Impact Does Working Have on My Social Security Benefits? There is a lot of confusion about the impact of working on those who are taking their Social Security benefits. Here are a few things to know. · If you are drawing a benefit and you are younger than...

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