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5 Mistakes to Avoid When Planning for Retirement
The most important goal for many of my clients is to retire on their terms – which often means planning a long, secure retirement that enables them to check off items on their ultimate bucket … more
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3 Steps to Handle Market Volatility as You Approach Retirement
Swings in the stock market can cause emotions to run high, particularly for investors who are approaching retirement. And for good reason. Recent research from Ameriprise Financial uncovered that the … more
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If Inflation Returns, Are You Ready?
Inflation is the normal state of affairs in the U.S. economy. Most economists consider an annual increase in the cost-of-living of two or three percent per year to be a manageable level of inflation. … more
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Smart Retirement Saving Strategies for Each Decade
Whether you can still count the days since you started your first job or you are nearing the end of your career, saving for retirement should be a top financial priority. You have the potential to … more
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What Will You Do with Your Tax Refund?
The average refund for individual income taxpayers who received one for the fiscal year ending in September 2016 topped $3,000, according to the IRS.1 If you expect to receive a refund on your 2017 … more
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Managing the Unknown of Surprise Medical Expenses
Major medical expenses can carry a heavy financial toll. And the fact is, all of us are susceptible to an unforeseen medical event. If you experience an accident or injury, cost may be the least of … more
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Q: Is the Snowbird or Sunbird Life for You
A: As the saying goes, birds of a feather flock together. In the case of snowbirds and sunbirds— affectionate nicknames for traveling retirees—this is definitely true. Snowbirds are … more
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The Keys to Having Successful Financial Conversations when You’re Engaged
While money is a leading cause of marital strife, a recent Ameriprise study found that nearly seven in ten couples say they have good financial communication. Before wedding planning kicks into high … more
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Q: How Should I Communicate with My Siblings About Money and Aging Parents
A: Many adult children are called upon to help their aging parents as life changes set in, yet only 65 percent of siblings report talking about money with one another, according to research by … more
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Q: How Do I Put Your Financial Affairs in Order After the Loss of a Spouse
The passing of a spouse can take a heavy emotional toll on anyone. Especially early on, newly bereaved widows or widowers may find it difficult to get through each day, much less focus on items that … more
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