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Guidance for your pursuit of financial freedom

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    What You Need to Know About Social Security

    Wed, Feb 16, 2022

    What You Need to Know About Social Security

    Unfortunately, understanding Social Security is not cut and dry. So to help, we answer four key questions.

    The market explained in two charts

    Wed, Feb 9, 2022

    The Market Explained in Two Charts

    Two themes helped drive the U.S. market higher in 2021. And those same factors seem to be part of the reason for its decline. What does it mean for your portfolio?

    Annuities Explained

    Wed, Feb 2, 2022

    Annuities Explained

    Annuities are insurance contracts that buyers pay into today to receive a benefit in the future. But how much will you get, and when? It all depends.

    Quality vs. Growth: Is One Better For Your Long-Term Wealth?

    Wed, Jan 26, 2022

    Quality vs. Growth: Is One Better For Your Long-Term Wealth?

    Stock selection is a key component of investing. And as investors found out in 2022, certain characteristics perform well in specific environments. For instance, last year's economic decline and market uncertainty played well for value stocks. But over the long term, historically, growth and quality stocks tended to perform well. So how do investors know which is the best to achieve their goals going forward?

    Asset Allocation Models and the Foolish Approach

    Wed, Jan 12, 2022

    Asset Allocation Models and the "Foolish" Approach

    There’s no fool-proof way to protect invested assets fully, but there are ways to better insulate against market drawdowns. Employing the “right” asset allocation is one of the most powerful.

    2 Layers of a Sustainable Retirement Investment Strategy

    Wed, Jan 5, 2022

    2 Layers of a Sustainable Retirement Investment Strategy

    What does retirement look like to you? Unfortunately, many individuals don’t dream big until they feel financially secure. This two-layer retirement investment strategy can set you on the path to reaching your dreams.

    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.