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Retirement for the Ages

Whether you’re 35 years from retirement or 5 years away, it’s important to review the past year and plan for the year ahead. Each stage in our life can offer different obstacles and opportunities...

Don't Set and Forget - Increase your Contribution this year!

One of the best ways to increase the odds of a comfortable retirement is investing in your retirement plan.

Holiday Budgeting: 6 Easy Tips

Now is a great time to make holiday shopping lists and budget for those items. The earlier we start making a holiday budget the better — don’t get stuck paying for those expenses 6 months from now.

Millennials: Tougher Road to Retirement than Parents?

When it comes to saving for retirement, many factors may contribute to Millennials needing to save more, or longer, than their parents did. But time is on your side! Let's take a look.

Navigating Your Portfolio Through Turbulence

What’s an investor to do about rising volatility? For many investors, the answer is, not much. Ideally, one wants to be in the market on the up days and out on the down days. In reality, no one. . .

Staying Realistic During Fluctuations

Since the "Great Recession," we’ve seen a number of years where equity returns have been above average, but remember that below-average years do occur and to keep our market expectations realistic.

Confronting the Unknown

Family vacations, kids’ sporting events, concerts, festivals and many other summer activities are in full swing. With so much happening during the summer months, it’s easy to over-spend. . .