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Sequence of Returns Risk: Impacting Your Retirement Portfolio
The sequence of returns impacts investors when they are either adding to or withdrawing money from their investments, which can create risk depending on the sequence and the market conditions at the time. If an investor is not doing either, the there is no sequence of...
Using Life Insurance to Create Intergenerational Wealth
Have you ever wondered how some families maintain their wealth over several generations? What's their secret sauce? The answer may lie in using life insurance to establish a legacy that lasts over multiple generations. Determining if life insurance as an...
A Guide to Managing Your Finances with Accountability
For some people, managing money may feel like walking on a tightrope, juggling endless expenses. But with accountability, you can turn managing money into a positive endeavor. Accountability in finance refers to being responsible enough to track, manage and optimize...
How Debt Holds Families Back from Financial Confidence
Debt can hinder financial confidence when you spend more than you make and borrow using credit. Other financial problems may occur, such as inadequate emergency or retirement savings. Another problem debt may create is what’s referred to as a debt trap, where an...
10 Actions That Help You Pursue Financial Wellness
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines financial wellness, which often includes working toward financial goals by completing...
Separating the Signal From the Noise
What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who turn to a financial professional...