Springtime signals renewal—a perfect opportunity not only to clean your home but to tidy up your finances as well. Add these tasks to your list…
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5 Tasks to Add to Your Spring Cleaning List
How to Drive your Retirement Portfolio into the Ground
“Invert, always invert.” – Charlie Munger, the Vice Chairman of Berkshire Hathaway and Warren Buffett’s partner. Long-term investing is boring. Markets take time, discipline is hard, and being patient isn’t exactly thrilling. It’s been said the human mind rejects ideas that...
read moreThe Best Age to Start Social Security
When it comes to retirement, few decisions feel as weighty as when to claim Social Security. Do you take it early and lock in a…
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To Convert or Not Convert? Roth is the Question
Just as diversification is important in investing, it’s equally important in retirement planning. By diversifying your assets across different types of accounts—taxable, tax-deferred, and tax-free—you…
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