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Because Time Matters in Financial Planning   

Postponing financial planning is as harmful as making inappropriate financial decisions.

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Helpful Content

Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

The History of Currency

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

What's New for Social Security?

There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

Women on the Rise

Explore the growing influence women wield over the economy with this handy infographic.

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Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

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