How to Diversify Your Portfolio

Go to almost any store or website that sells something—anything—and you will find several other products for purchase. In fact, you would be hard-pressed to find any place that sells…

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What Is Financial Planning?

According to the CFP® Board, “Financial planning involves look at a client’s entire financial picture and advising them on how to achieve their short- and long-term financial goals.” If this…

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The Value of a Financial Professional

Recent research from Northwestern Mutual in its 2021 Planning and Progress Study found that just 38% of survey respondents were working with a financial advisor, though up from 29% pre-pandemic.…

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Milestone Birthdays in Retirement

When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that magic—a definition that surely changes…

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