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Why Diversified Investments Are Crucial

Published by Tyler Schlumpf

There are two main types of risk involved in investing: systematic and unsystematic risk. The first, systematic risk, is the general market risk all investors take when they buy stocks and bonds. Unsystematic risk, however, comes in many different forms. Specific company, credit and liquidity risks are just a few. While systematic risk cannot be diversified away, unsystematic risk can through diversified investments. Read more

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How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

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How Much Do I Need to Retire?

Most people plan to leave the workforce at some point in their life.  While some have a desire to maintain a sense of purpose by working well into their seventies, we more often find ourselves helping people plan for an earlier departure. Achieving financial freedom, or the ability to work because one wants to and not because one needs to, takes time and thoughtful retirement planning.  Read more

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What Does Your Retirement Look Like?

Published by Jake Bleicher

When I think of retirement, I think of spending a month traveling throughout Asia tasting exotic cuisines. I want to go fishing in Alaska with my buddies and send my grandchildren to college. I want to surprise underprivileged children with presents on Christmas, donate to cancer research and leave an inheritance to my children. More than anything, I want the freedom to do what I want to do. I want to enjoy retirement. It is a goal I am working diligently towards. Read more

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It’s Never Too Early to Estate Plan Weekly Update – 2/7/18

A lot of people ask, “When should I start my estate planning?” The short answer is: it’s never too early. There’s lots of ways to go about planning, but generally there are three main steps to be followed when you start: Read more

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Social Security Changes for 2018 Weekly Update – 1/31/18

 

The new year has begun, and with it, some tweaks and changes have been made to Social Security that its beneficiaries may notice. Here’s a look at what you can expect if you’re a beneficiary in 2018: Read more

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Seven Sins of Divorce

Published by Mark Petersen

Divorce is one of the most emotional experiences people may contend with in their lives. With the exception of Ross Geller on Friends, most people may only experience divorce once or twice in their lifetime. With limited exposure to the process, it may be easy to get caught up in the moment and fall victim to one or more of the seven sins of divorce. Read more

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What Are Your Annuity Options? Weekly Update – 1/26/18

Annuities: insurance contracts that offer guaranteed income, usually for life. Some even have capital appreciation. But, you probably already knew that. Do you know the five primary types of annuities, though? Each is unique, and all can be a great option for your retirement portfolio. Let’s dive in. Read more

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Make Your Charitable Donations Count on Your Taxes, Too Weekly Update – 1/17/18

During the holiday season, many of us take time to donate to our favorite charities and causes. While the season is coming to an end, along with the donation boom, tax season is still around the corner.  Read more

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Finding Funding for Long-Term Care Weekly Update – 1/10/18

Did you know that just about half of all Americans turning 65 today will require long-term care (LTC) in their later years? With life expectancy continuing to rise as care costs grow with it, finding sustainable funding for LTC needs can be a challenge.[1] Luckily, there’s several funding options available. Here’s some of the most common: Read more