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Investing for Life

Family Financials

RMDs and the CARES Act

For many retirees, this may be the best news yet out of the current economic and market dislocations. Congress has passed a bill that says you don’t have to take required minimum distributions (RMDs) in 2020. In the $2-trillion CARES Act, Congress waived the RMDs that retirees typically must withdraw …

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Special Report

Stock Buybacks: Public Enemy Number One?

Common Misconceptions About Buybacks and How They Impact Your Portfolio

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Cybersafety During Social Distancing

March 20, 2020

Technology has been vital in easing the emotional and psychological burdens of social isolation, something we’ve seen in some of the stirring outpourings of online communities large and small. Unfortunately—as we often find during times of crisis—there’s also been a rise in bad actors hoping that as people spend more …

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Financial-Aid Deadlines Approach

February 28, 2020

One of the best long-term investments you can make is in higher education. If you’ve got a prospective college student in your household, you’ve either heard, or know first-hand, how daunting the process of finding and applying for financial aid can be. One crucial step that all prospective students should …

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Understanding Your Credit Score

February 21, 2020

Like a blood pressure check for your health, your credit score provides a helpful shorthand for your financial well-being. Your creditworthiness directly impacts your pocketbook, affecting the interest rates you’ll be offered on loans, your insurance premiums, even your job prospects—employers often check a candidate’s credit history when hiring. Many …

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Special Report

Fidelity vs. Vanguard

Which is right for you?

Find Out

Is Your Umbrella Open?

February 7, 2020

When unexpected storm clouds roll in to your life, you don’t want to be caught without an umbrella. Insurance plays a critical role in protecting you from getting drenched. A robust wealth plan requires having more than the bare minimum coverage. That’s why we typically discuss how to extend insurance …

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