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Archive for July 2017

Selling Your Home? Do These Things Before You List.

Ahhh, summer. The time of year when our thoughts turn to swimming, frozen treats, and … moving? Reports indicate that summer is the most popular time to relocate, with 48 percent of moves happening between May and August.1   In May, the National Association of Realtors announced existing-home sales are forecasted to jump 3.5 percent…

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Retirement Issues for Men

Standard Article The Retiring Man   We frequently read about the challenges retiring women may face — less income, higher health care costs and outliving their spouse.1 But what about men? It can difficult for some men to retire after a lifetime of working outside the home. Not only do they miss the intellectual stimulation…

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What Is Evidence-Based Investing?

The evidence-based approach originated in the medical field to promote the use of clinical experience and the best available research to make decisions about individual patient care.1   In the investing world, this translates to a goal of using current evidence to help maximize an individual’s investment returns while minimizing risk from market downturns.2 In…

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Keeping Connected With the Ever-Changing Internet

If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content regardless of the source and without blocking certain sites.   In the waning days of the Obama administration, the Federal Communications Commission passed a rule…

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Savings and Investment Updates

The American College of Financial Services recently posted some surprising results from its Retirement Income Literacy Quiz. Nearly three-quarters of respondents ages 60 to 75 failed the test with a score of 60 percent or less.1   The quiz included topics such as which expenses are covered by Medicare and long-term care insurance and what…

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How Much Money Do You Need to Retire?

How much money do you need to retire? That’s about as personal a question as, “What do you look for in a spouse?” or “What is your dream job?” The answer is different for everyone.   So are questions about when you want to retire, how you want to retire (suddenly or gradually) and where…

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