Years of continued growth in the stock market has nudged the number of 401(k) millionaires up to an all new record high, Fidelity Investments reported on
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Aug. 17--When Alan Waltner retired this year and started figuring out when to take Social Security, he was surprised to learn that he could still take advantage
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The advantages of working from home include the lack of a commute and the absence of a mandatory 9-to-5 schedule. Yet at some point, those same advantages of
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This is the time of year when parents are packing their cars to ferry college kids to their new dormitory homes. Along with those XL twin bedsheets and shower
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International trade increases the number of goods that domestic consumers can choose from, decreases the cost of those goods through increased competition, and
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By Robert A. Mecca, CFP®, MBA
Vice President of Wealth Management
As this world gets more complex and volatile, the next generation needs a proven partner with a
By Bradley J. Rathe, AIF®
Chief Investment Officer
Consumer Inflation picked up last month, with the year over year headline now at 1.8% (2.2%, excluding food and
I wasn’t too surprised when personal finance website GOBankingRates recently released a survey that found that 73% of Americans haven’t had conversations with
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Knowing the answers to these key four big retirement questions are imperative to boost your chances of a secure financial future. Finding the right answer for
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By Colleen M. Henes, CFP®, JD
Financial Advisor, Advanced Planning
As you plan for your own and your family’s financial future, you may be considering the
By Bradley J. Rathe, AIF®
Chief Investment Officer
The Fed cut rates by 25 basis points last week to 2.25%. The market sold off because it expected a 50 basis
Ed Sheeran’s “Trust Fund Baby” (a hit single recorded by the California boy band Why Don’t We) speaks derisively of inherited wealth. And true enough, the term
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