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Coaching Decision

March 16, 2023

Consider Working With a Financial Professional To Help Improve Your Financial Health A financial professional can help you not only make key financial decisions, but also identify your priorities and guide you toward achieving your financial goals — including retirement. Here are three reasons why seeking professional advice about your financial …

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 …

Blueprint for Success

December 27, 2022 Personal insights

4 Tips for Building an Investment Strategy Whether you’re fairly new to investing or a seasoned veteran, it’s always a good idea to make sure you’re leveraging solid investing fundamentals as part of your approach to investing. Here are some key ways you can help ensure you’re building a solid investment strategy. Determine your risk …

Q&A: Gaining a Better Understanding of Inflation

October 18, 2022 Personal insights

If it feels like your dollar doesn’t go quite as far as it used to, you aren’t imagining it. The reason is inflation, which occurs when prices rise across the economy which decreases the purchasing power of your money over time. Over the past year, hopes inflation was starting to level off, the Labor Department reported the Consumer Price Index …

Stock Market Swing: Bull or Bear?

September 20, 2022 Personal insights

In the world of investing, the stock market has always been ruled by two very intimidating and unpredictable animals prone to emotional outbursts and a distrust of people, especially those wearing a red cape or carrying a pot of honey. This is the awesome power of bulls and bears. But when it comes to investing, there’s no reason to fear them. …