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Retirement in Motion

January 3, 2023 Personal insights

TIPS AND RESOURCES THAT EVERYONE CAN USE Knowledge is Retirement Power Looking to see more of the world during retirement? Some countries have created visa policies designed specifically for retirees. These retirement visa programs may also provide special benefits and incentives to retirees who relocate to the area. Retirement visas are offered …

Smart Shopper

January 3, 2023 Personal insights

Keep Your Money Safe With These Online Shopping Security Tips The 2022 holiday gift season is now in the rear-view mirror. If you’re like many other people, chances are you did a good amount of shopping online. After all, online shopping can be easy and fun. But unfortunately, there are many scammers who want to steal your identity and …

Pay It Forward

January 3, 2023 Personal insights

Looking To Teach a Child Some Important Money Lessons? Consider a Roth custodial IRA. You started early and have saved hard in your 401(k). You’ve also paid close attention to your investing strategy over the years. And you definitely understand the benefits of tax-deferred compounding over the long term and the potential for growth. Heck, you’ve …

Top of Mind

January 3, 2023 Personal insights

Practicing Mindfulness With Money Can Help Boost Your Financial Wellness Many people practice mindfulness through yoga, tai chi or other forms of movement, often incorporating breathing exercises. Others rely on their smart watch or phone to ping them at the same time each day, urging them to practice it for a few minutes. While there are many …

A Date With Destiny

December 28, 2022 Personal insights

For anyone searching for a simple, easy-to-understand investment strategy, target-date funds may be worth a look. A target-date fund is a mutual fund that invests with the assumption that investors will need to start withdrawing money from the fund at a specified time in the future. A professional fund manager monitors the fund and makes …