Questions to Ask Your Financial Advisor

When you meet with your financial advisor, you’ll certainly want to ask if you're still on track toward meeting your goals.

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Work Toward Your Own Financial Independence Day

When you reach your own “Financial Independence Day,” it may not warrant a fireworks display – but should add some sparkle to your life.

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When Do You Need a Financial Advisor?

If you could accomplish all your financial goals just by putting your paycheck into the bank every couple of weeks, you wouldn’t need the services of a financial advisor. But life isn’t that simple – and so, at some point, you may realize you need some professional assistance. But when?

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Don’t Get Swayed by These Investment “Myths”

Over time, you will run into various suggestions for investing successfully. Yet upon closer inspection, many of these ideas turn out to be “myths” – which could cause you trouble if you treat them as solid advice.

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Don’t Let Your Investments Take a Vacation

It’s summer again – time for many of us to take a break and possibly hit the open road. But even if you go on vacation, you won’t want your investments to do the same – in summertime or any other season. How can you help make sure your portfolio continues to work hard for you all year long?

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Financial Gifts for Your Adult Children

Mother’s Day is almost here. If you’re a mother with grown children, you might receive flowers, candy, dinner invitations or some other type of pleasant recognition. However, you might find that you can get more enjoyment from the holiday by giving, rather than receiving. The longest-lasting gifts may be financial ones – so here are a few moves to consider:

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Is Your Portfolio “Healthy”?

May is National Physical Fitness and Sports Month. If you can exercise regularly, you’ll help yourself feel better, control your weight and even reduce the chances of developing certain diseases. But why not extend the concept of “fitness” to other areas of your life – such as your investment portfolio?

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Keep Your Investment “Ecosystem” Healthy

April 22 is Earth Day. First observed in 1970, Earth Day has evolved into an international celebration, with nearly 200 countries holding events to support clean air, clean water and other measures to protect our planet. As an investor, what lessons can you learn from this special day?

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Life Insurance Needs Will Change Over Time…So Be Prepared

If you’re going to achieve all your goals, such as sending your kids to college, retiring in comfort and leaving a legacy, you will need to save and invest throughout your lifetime. But to really complete your financial picture, you’ll also need to add one more element: protection. And that means you’ll require adequate life insurance for your situation. However, your need for insurance will vary at different times of your life — so you’ll want to recognize these changing needs and be prepared to act.

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