Things you can do before & for 2017. What financial, business, or life priorities do you need to address for 2017? Now is a good time to think about the investing, saving, or budgeting methods you could employ toward specific objectives. Some year-end financial moves may help you pursue those goals as well. […]
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The year in brief. Investors will likely remember 2016 as a year of two momentous votes and one monetary policy decision. This year brought… …the Brexit referendum in the United Kingdom and a surprise presidential election victory for Donald Trump, and it now appears probable that the Federal Reserve will raise interest rates […]
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Why did some sectors rise more than others? Wall Street likes certainty and… Wall Street likes certainty. When startling financial, political, or societal events occur, volatility usually follows, and the major indices may fall. In late October, the Dow Jones Industrial Average went on a multi-day losing streak as Donald Trump caught up to […]
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Seven aspects of your financial life to review as the year draws to a close. The end of a year makes us think about last-minute things we need to address and good habits we want to start keeping. To that end, here are seven aspects of your financial life to think about as this […]
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Here are some things you might want to do before saying goodbye to 2016. What has changed for you in 2016? Did you start a new job or leave a job behind? Did you retire? Did you start a family? If notable changes occurred in your personal or professional life, then you will want […]
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Some things you have no influence over. You may have some power to affect other factors… Are you worried about retiring? Many baby boomers are, and they have reason to be, given low interest rates, subpar returns on equities, increasing health care costs, and the issues facing Social Security. Now, do yourself a favor. […]
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Try living as a “retiree” for a month or two before you commit to leaving your career… Imagine if you could preview your retirement in advance. In a sense, you can. Financially and mentally, you can “rehearse” for the third act of your life, while still enjoying the second. Pretend you are retired for […]
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