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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One of the key considerations in retirement planning is determining a safe withdrawal rate – the pace at which you can draw down your savings…
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“Slow success builds character. Fast success builds ego.” Ratan Tata, former chair of Tata Group A young golfer approaches her swing coach and asks, “How…
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“Investors are always searching for good ideas, when what they need are good habits.” – Jason Zweig, Wall Street Journal & author If you asked…
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“Invest in preparedness, not prediction.” – Morgan Housel, Collaborative Fund Financial planning is important because it helps clients understand where they stand today and what…
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“The budget is not just a collection of numbers, but an expression of our values and aspirations.” – Jacob Lew It’s not what the market…
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There’s an old parenting quip, “the days are long, but the years are short.” The saying can be attributed to parents of young children who…
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“In my whole life, I have known no wise people who didn’t read all the time — none, zero. You’d be amazed at how much…
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“The most important part of a plan is planning on your plan not going according to plan.” – Morgan Housel, author & investor The last…
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