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The ABC's of Beneficiaries
When you buy life insurance or an annuity, join an employer's retirement plan, or open an Individual Retirement Account, you'll be asked to designate a primary beneficiary to receive the proceeds or benefits at your death. Too often,...
Read MoreHow Much Will I Need to Retire?
How much money will it take for you to retire in style? Will $1 million do the trick? How about $5 million? Or perhaps you can get by on less.If the question leaves you scratching your head, you're not alone. Just 36 percent of...
Read MoreTwelve Investment Principles to Live By
In 2008, the financial world was in a dark place. The markets were in the midst of the subprime crisis. The sell-off in equities was broad and brutal. At the depths of the decline, equity markets fell by over half. The news media...
Read MoreDo Retirees Need a New Investment Strategy?
First growth, then income. If you're like most investors, you want to achieve growth while you're working and income after you retire. But that doesn't necessarily make it smart to change your investment strategy when you retire by...
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