investing

How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life

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  financial life planning, financial planning, investing, retirement, risk capacity, risk tolerance
When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are you see a spark of opportunity?  Your risk profile is critical for building a long-term investment strategy that helps you reach your goals, even with unsteady market activity. In this article, we provide…
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3 Kind Ways To Financially Support Your Grandchild’s Education

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  family financial planning, financial life planning, gift tax, investing, saving for college
One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too early to start thinking about your grandchild’s future.  Here are 3 easy ways to give your grandkids the gift of education.  1. Cash Gifts The most straightforward way to fund your grandchild’s education…
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What is Total Return Investing?

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  investing, total return investing
For retirees who depend on their investments for income, this question is becoming increasingly important: What’s the best strategy for getting the most out of my investments? One strategy to consider is total return investing.  Total return investing is a holistic investment approach that takes into account both yield and asset appreciation. With total return…
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Here’s What You Need To Know About Roth Conversions

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  investing, IRA, taxes
For retirement, specifically, individual retirement accounts (IRAs) are a widely popular savings vehicle. Roth IRAs, in particular, are excellent accounts to help retirees mitigate their tax liability in retirement.  The main differentiator of a Roth IRA is that you contribute with after-tax dollars, and all qualified distributions are tax-free. This structure brings an important tax-efficient…
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What is Diversification and Why It Matters

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  investing, retirement
Investing is a key component to your retirement plan. Many people are confused and overwhelmed by the investing: how it works and the ways to do it effectively. One of the most important pieces of investing is diversification. Now, you may have heard that term thrown around in financial articles, in meetings, and in the…
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