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retirement blunders

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8 Blunders to Avoid in Retirement

Retirement. For many retirees, this momentous event creates apprehension and fear. But, it doesn’t have to be that way. With the proper planning strategy, you can move toward your future with certainty and excitement.

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not run out of money

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3 Methods to Not Run Out of Money

What’s the #1 fear in retirement? Running out of money. Get our step-by-step guide to help ensure your assets last a lifetime.

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transfer wealth

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7 Tips to Successfully Transfer Wealth to Your Kids

70% of family wealth is lost by the end of the second generation and 90% by the end of the third. Get our step-by-step guide to help you successfully pass your wealth to the next generation.

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first million

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7 Secrets to Accumulating Your First Million

Over 10.4 million people in the U.S. are millionaires. How are they doing it and how can you join the millionaire ranks? Get our step-by-step guide to focus on accumulating your first million.

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first million

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4 Mistakes People Make With Their First Million

Identify the next set of challenges you may face and avoid these common mistakes. Get our step-by-step guide to focus on turning your first million into two.

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tax loopholes

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8 Legitimate Tax Loopholes You May Be Missing

As you reflect on the past year in preparation to meet with your accountant, consider these loopholes that may help you dodge the taxman. Get our step-by-step guide.

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Divorce Planning

There’s no question divorce is one of the most stressful and emotionally- charged experiences people may encounter in their adult lives. However, it is possible to get through a divorce with your self-esteem, finances and future intact. The key is careful and deliberate planning.

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Long-Term Care

Our goal is to make your life easier. Caring for a loved one with Alzheimer’s or dementia can be highly stressful for caregivers and family members. Providing answers on how to financially prepare for these conditions is one way we can help. Read this guide for tips on how to prepare for the physical, financial and emotional impact of Alzheimer’s or dementia.

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Millennials

For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this free guide for tips on how Millennials can get started on the path to the confident financial future that they seek.

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Investment Process

As investors, we would all like to effortlessly beat the markets, buying and selling investments based on brilliant timing, instinct and a little luck. But most of us realize it’s not that easy.

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