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Avoid Herd Mentality in your Financial Decisions

Herd mentality comes from the idea that following the crowd will lead to your desired goals based on the assumption that the knowledge of the many must be greater than that of the few, or the actions of the many must be more accurate than the actions of the few.
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Three Ways Adult Children Can Shake Up Your Retirement Plan

When your adult child asks for financial assistance, emotions can take over. We show you how to help without ruining your retirement.
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Early retirement?

“Can I retire early?” Many of our clients in their 50s ask this. Often they’ve dedicated substantial personal time to their careers and built an enviable nest egg. They say they’re ready to get off the treadmill.
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The Retirement Challenges Facing Baby Boomers

In a study by the Bankers Life Center for a Secure Retirement, a majority of baby boomers said they were not confident they have the financial means to retire comfortably.
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A reality check for your future retirement: Part II

Building a Realistic Picture of Retirement - One of the keys to engaging with your future may lie in the details.
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A reality check for your future retirement: Part I

Can you envision your future? Maybe in the short term, but when it comes to creating a picture of your life 20 or 30 years from now, the task becomes much more challenging. That’s why a majority of people fail to achieve their long-term financial goals.
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What You Need to Know About Social Security

How much do you know about Social Security? You are not alone if you don’t have a full understanding of Social Security benefits.
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