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Moving to an IRA
Wealth Management03/28/2025

Approaching retirement? What you do with your retirement account in the years leading up to retirement could affect your financial well-being for years to come. One option to consider is rolling over...

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Understanding Your Investment Timeline
Financial Wellness03/26/2025

One of the biggest motivators for speculative investing remains hidden to most people. If you ask someone who buys and sells stocks with the goal of realizing short-term gains why they do it, they...

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Budgeting Can Benefit Your Children
Financial Wellness03/05/2025

Getting your finances under control can bring benefits to many areas of your life. First of all, being on a budget, having funds set aside for unexpected expenses, and putting away money for...

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Looking Back: Advice from Retirees
Personal Planning02/26/2025

A survey of retirees conducted by OnePoll in partnership with ClearMatch Medicare, found that on average they had to stop working more than a year and a half earlier than they had planned. As a...

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Tackle What You Fear
Financial Wellness02/19/2025

We naturally avoid things that scare us. According to a recent survey by Alianz Life Insurance, a "remarkable" 61% of Americans say they are more afraid of running out of money in retirement than...

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Retiring Early May Not be the Answer
Personal Planning02/12/2025

For many working people, the ominous feeling begins on Sunday night. They know that when they wake up on Monday, they are going to have to make it through another tough day at work —research says...

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Focus on What You Can Control
Personal Planning02/05/2025

When investing for retirement, success is most likely when you give much less attention to the things you have no control over. For example, if you're constantly monitoring the short-term behavior of...

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Third Quarter 2024
Quarterly Reports02/03/2025

How Politics Relates to Economics The coincidences in life are amazing. I was a young economics student when the Soviet Union began to collapse, and it was fascinating. We had a visiting professor...

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First Quarter 2024
Quarterly Reports02/03/2025

Don't Put All Your Eggs in One Basket. Have you ever finished someone else’s sentence in your head? And, then been totally surprised by what the person actually said? So, there I was in Opelika, AL....