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Articles

Man cleaning floor in restaurant
Financial News | Aug 13, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Financial News | Aug 4, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Financial News | Jul 14, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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fair lights in hands
Financial News | Jun 23, 2021

Preparing for an Early or Unexpected Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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Selling Your Home After Retirement: The Benefits of Downsizing
Financial News | Mar 1, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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The Risk of Reverse Dollar-Cost Averaging for Retirees
Financial News | Feb 1, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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Common Investor Biases and How They Can Impact Your Finances
Financial News | Jan 4, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
Finance
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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