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Crafting a Financial Blueprint for 100+ Years

In the realm of ?nancial planning, envisioning a retirement that extends beyond a century is no longer an abstract concept but a realistic consideration. As we embrace the possibility of living to be 100 and beyond, the question looms: How much money do you need for retirement if you will ....

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A Year-End Portfolio Review in 7 Easy Steps

Check up on your portfolio’s health and that of your whole plan as the year winds down. ....

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How to Conduct Your Own Portfolio Makeover

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio. ....

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How to Benchmark Your Portfolio

If you’re evaluating your portfolio, make sure you’re using a benchmark that reflects what you’re actually trying to see. ....

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An Investing Road Map for Retirees

Tips on asset allocation, Social Security, annuities, withdrawal rates, and more. ....

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