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Financial Planning

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FeaturedList
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    How To Choose a Financial Advisor

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    Key questions to ask when researching candidates

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SummaryList
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Nearing Retirement: Portfolio and Risk Management

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Determine the asset allocation that works for you today

Now that you’re nearing retirement, keep up your momentum and reduce your investment risk with these strategies. Read More

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Four Steps to Manage an Unexpected Inheritance

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Use your windfall to make a long-term difference in your life with these 4 steps to manage an unexpected inheritance Read More

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The importance of financial planning

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Sue Itayem discusses the importance of financial planning in this PINK Minute Mentor video. Watch Now

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Top tips for investing

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Debbie Riney-Smith tells us the top tips for investing in this PINK Minute Mentor video. Watch Now

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Five Business Strategies to Overcome Economic Uncertainty

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Key steps for business owners to thrive amid economic uncertainty Read More

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The Value of a Financial Advisor

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Find out how a financial advisor can help you and your family plan for life’s expenses, including retirement plans, savings and investments. Read More

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Understanding Economic Indicators for Investment Strategy

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From CPI to GDP, here’s the lowdown on what some of the most important economic indicators mean and why they matter.

Learn what economic indicators mean and why they matter to your investment strategy. Read More

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2013 Wealth Planning Checklist

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With the new year well underway, a multitude of economic questions have been resolved. Although many questions have been put to rest, the fact remains that we still face the unresolved debt ceiling situation. Read More

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Investment Basics, Risks, and Market Volatility

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"It pays to have an understanding of fundamental investment concepts. Knowledgeable investors are better prepared when shopping for investments and investment services." Read More

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Comparing Long-Term Care Insurance Policies

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Comparing LTCI policies is easier when you know what to look for and follow a few simple guidelines. Read More

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Split Dollar Insurance Plans

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Split dollar life insurance plans can help you attract and retain employees, reward key executives, and fund severance packages and certain other benefit plans. Read More

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Establish Financial Stability Before Seeking Lending Options

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Once you have explored your lending options and decided to pursue financing to meet your business objectives, it is important to contact advisors to help get your house on solid ground and gain financing approval. Read More

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Power of Attorney vs Durable Power of Attorney

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Learn the differences between power of attorney and durable power of attorney. Read More

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Now is the Time for Financial Planning

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Financial planning is a process that can help you reach your goals by evaluating your whole financial picture, then outlining strategies that are tailored to your individual needs and available resources. Read More

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How to Stay Organized at Home

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Keeping the bills paid, insurance updated, and investments on track all depend on staying organized. Read More

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What Fund Share Price Achieves My Target Rate of Return ?

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Determine the price at which you will have to sell shares of a mutual fund to realize your desired rate of return. Calculate Now

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Managing Finances After the Death of a Spouse

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How to Move Forward Financially

To find yourself suddenly without your "other half" is likely to be a drastic change affecting all aspects of your life — especially your finances. Read More