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Avoid These Gaps in Your Estate Plan

Thinking about your own passing may not be a pleasant exercise, but it’s an important one, especially if you have children or other dependents who rely on you for support. That’s why estate planning is such a critical component in any comprehensive financial plan....

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3 Reasons Why It’s Never Too Early to Save for Retirement

Are you a millennial with nothing saved for retirement? You’re not alone. According to a new report from the National Institute on Retirement Security, two-thirds of people between the ages of 21 and 32 have nothing saved for retirement.1 Of course, you may not think...

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Cover Your Retirement Shortfall With These 3 Steps

So retirement is approaching quickly, and you’re worried you don’t have enough money saved. You’re not alone. According to a Gallup survey, more than 50 percent of Americans are worried about having enough money for retirement. In fact, retirement is Americans’ top...

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3 Steps to Start Your Business Succession Plan

According to a recent small-business survey from Nationwide, half of respondents said they don’t have a succession plan. Among those without a plan, 47 percent said they didn’t think such a plan was necessary. An additional 22 percent said they didn’t have time or...

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Baby Boomers: How to Catch Up on Your Retirement Planning

According to a recent Gallup survey, more than half of Americans are worried they won’t have enough money for retirement.1 There may be good reason for concern, especially among baby boomers. A study from the Insured Retirement Institute found that 42 percent of baby...

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Survive a Market Downturn in Retirement With These 3 Tips

For nearly nine years, investors have enjoyed one of the longest bull markets in history. However, recent volatility suggests the possibility that the almost decade-long market upswing could soon come to an end. Volatility is a constant presence in any financial...

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Pension Planning Strategies for Your Retirement

Will you receive pension payments in retirement? If so, consider yourself lucky. Pensions are quickly disappearing from employer benefit offerings. In 1998, 58 percent of Fortune 500 companies offered pensions, also known as defined benefit plans. By 2015 that figure...

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