A Case of Whiplash

By Scott Rives, CRPS®  If you’re like most investors, your neck might be a little sore after the whiplash your head took from watching equity volatility over the past two quarters.  The market was cruising down the road at a steady pace leading into the fourth quarter of 2018.  Then, in October, the S&P 500 suddenly started to pump it’s brakes due to uncertainty, before slamming on the brakes in […]

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Social Security, Your Hidden Asset: Common Mistakes

A few weeks ago, we discussed the fundamental characteristics of Social Security, and we learned that it is a crucial retirement asset for most people. Despite its importance, Social Security candidates tend to make the same filing mistakes time and again. Today we will talk about a few common errors that individuals make during the filing process and how to make sure you get the most out of this retirement

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Social Security, Your Hidden Asset: The Basics

According to the Urban Institute, the average couple receives $556,000 in lifetime Social Security benefits. This makes Social Security a huge hidden part of the retirement nest egg for most people. Social Security is both a great benefit and a one-time decision that many people get wrong. Today and in a follow-up article, we are going to talk about some of the best approaches to

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6 Estate Planning Myths

By Alan McCormick, CFP™   Having a will is one of the most important things you can do for your family. However, according to recent studies, 65% of adult Americans do not have a last will and testament. Of adults ages 30-49, 64% confess not having prepared a will and testament; 44% of adults ages 50-64 admit this same daunting fact. While these statistics seem surprising, I constantly

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