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    Putting performance in perspective

    Tue, Dec 27, 2022

    Putting Performance in Perspective

    Understanding portfolio performance is not as straightforward as most investors believe. For example, was 2021 a good year? Most would say yes. But despite the broad market’s double-digit performance that year, roughly 92% of its stocks fell by an average of 18% at some point in the year. So what does this underlayer of negative returns tell us about measuring performance?

    How to Enjoy Retirement: 3 Keys to Deep Satisfaction

    Tue, Dec 20, 2022

    How to Enjoy Retirement: 3 Keys to Deep Satisfaction

    We believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.

    What Are the Most Tax-Friendly States for Retirement?

    Wed, Dec 14, 2022

    What Are the Most Tax-Friendly States for Retirement?

    Sun and sand top the list of many retirees' dream destinations, but what about lower taxes? Here are some of the most tax-friendly states you might consider for retirement.

    Talking With Kids About Money Can Change Their Borrowing Behavior For Life

    Wed, Dec 7, 2022

    Talking With Kids About Money Can Change Their Borrowing Behavior For Life

    Did you know that when kids understand money, it increases their chances of graduating from college and being more educated about borrowing money and holding credit card balances? Yet less than one-quarter of parents and kids talk about money. We think that should change. Here’s how.

    How to Achieve Your Wealth Goals While Being a Caregiver

    Wed, Nov 30, 2022

    How to Achieve Your Wealth Goals While Being a Caregiver

    Many adults who become caregivers to their aging parents or other family members take on extra financial responsibilities. How can you provide the care you want without sacrificing your savings and retirement planning?

    Prosperity with Purpose: Creating a Family Mission Statement

    Wed, Nov 23, 2022

    Prosperity with Purpose: Creating a Family Mission Statement

    What’s the "why" behind your wealth? Identifying your goals will help you establish how to achieve them. Here are some steps to follow.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.