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by JENNIFER L. KING, IACCP® | May 8, 2023 | Insights
Even if you’re set financially, if you’ve ever had that feeling like you’re forgetting something, you’re not alone. Being prepared is more than just the dollars and cents that make up your financial picture. There are other things you have to think through. Who would...by JENNIFER L. KING, IACCP® | Apr 26, 2023 | Insights
Retirement. It’s something that some people look forward to with anticipation, as they foresee days filled with relaxation, or travel, or spending more time with family. It’s also something that some people look forward to with a sense of trepidation, as they worry...by JENNIFER L. KING, IACCP® | Apr 24, 2023 | Insights
You’ve worked hard and found yourself in a position where you’re finally able to retire. Life is supposed to be easier at that point, right? Instead, retirees face a whole host of new issues that they have to address. Whether it’s government-mandated distributions...by PETER W. TUZ, CFA, CFP® | Jan 4, 2023 | Insights
The act of investing – putting aside money today and buying an asset like a house, or stock – generally has one main goal in mind – capital gains. Capital gains can apply to any type of asset: a home, a stock, a bond and even a collectible like a rare coin. When an...by JENNIFER L. KING, IACCP® | Nov 21, 2022 | Insights
If you’ve ever had a plumbing problem, you can always go online and try to figure out the solution yourself. But if you’ve ever done that, you sometimes find that, for anything other than the simplest of problems, you may be in over your head. When you have a...