Investing for Life Archives - Adviser Investments

Investing for Life

Investing for Life

Financial Planning in Your 50s

March 19, 2021

Raising a family and building your career is enough to keep most people plenty busy—so much so that many don’t take financial planning seriously until their 50s, when they first see their retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly …

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3 Savvy Budgeting Strategies

March 12, 2021

Budgeting is something that many of us would rather avoid. But it’s an essential exercise—and often far easier than you think. In fact, investing time today will help you manage your money more efficiently and reach your goals faster. Let’s explore three common methods of budgeting and how they might work for …

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Plan Your Post-Pandemic Expenses

February 19, 2021

After nearly a year of upheaval in our investments and our lives—markets crashing, then soaring; travel plans canceled, weddings postponed—we’ve all started to look toward brighter days. But remember, greater freedom to travel and entertain can come with a higher price tag. Take the time now to consider future expenses to help …

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Review Your 2021 Spending Plan

January 15, 2021

With the new year comes new resolutions. While we think this is an opportune time to reassess your financial goals and aspirations, we also understand that the start of the calendar year creates a deluge of tasks, so we’ll keep our advice brief and to the point. Are you planning any major …

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Special Report

Financial Planning: Securing Your Future

Helping You Answer and Prepare For Life’s Big Questions

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5 Financial Tips for New Parents

December 11, 2020

Major life events are often the impetus to begin comprehensive financial planning—and few events are bigger than welcoming a new child. Most people have not accounted for children in their financial plan before they have their first, so the happy event is also the perfect time to reassess your plan (or create …

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Social Security’s Family Benefits

October 23, 2020

You don’t have to be retired to receive Social Security. You read that right. In certain cases qualified family members and dependents can receive benefits. Let’s look at some of those cases and consider how they may factor into your financial plan.

Benefits for Spouses

If you are (or were) married, you …

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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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Financial Planning in Your 20s

August 14, 2020

Is youth really wasted on the young? Not necessarily. Our twenties are a time of great opportunity—starting a career, advancing in education, living on our own, perhaps meeting a life partner. This is when many of us establish the financial and investment habits that create a solid foundation for the rest of …

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