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How to Globally Diversify Your Portfolio

Global Diversification Right now is a great time to reflect on the past year’s investment performance and consider your investment […]

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A Look at Target-Date Funds

Are these low-maintenance investments vital to retirement planning, or overrated?  by Nick Schneider Do target-date funds represent smart choices, or […]

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Special Needs Trusts

If you have a child with special needs, you face long-run financial demands that cannot be fully met through federal […]

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The Difference Between Good & Bad Debt

Some debts are worth assuming, but others exert a drag on retirement saving.  Learn what differentiates a good debt from […]

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When a Minor is a Beneficiary

Naming a minor as a beneficiary brings up a major concern. If parents or grandparents make a child a primary […]

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6 Major Risks to Family Wealth

All too often, family wealth fails to last. One generation builds a business – or even a fortune – and […]

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Understanding Your Risk Tolerance

Understanding your personal risk tolerance is a key component of savvy investing. Risk tolerance refers to the degree of a […]

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Talking About Money Before & After You Marry

No married couple should suffer from financial infidelity. If you hide debt, income or assets from your spouse, it can […]

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An IRA – A Simple First Step in a Physician’s Retirement Plan

Retirement planning can easily start with these accounts. When a physician decides to start saving for retirement, taking that “first […]

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Which Financial Documents Should You Keep On File?

…and for How Long? You might be surprised how many people have financial documents scattered all over the house – […]

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