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Smart Financial Moves in Your 20s, 30s, 40s, & 50s

Smart Financial Moves in Your 20s, 30s, 40s, & 50s

The right moves for every age. Have you ever mapped out your financial timeline? If you’re like many Americans, it may have been more difficult than anticipated. One of the most helpful ways to achieve your financial goals is to break it down by your age. After all, depending where you are on life’s journey,…

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Coping with an Inheritance

Coping with an Inheritance

A windfall from a loved one can be both rewarding and complicated. Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered.…

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Preparing to Sell Your Business

Preparing to Sell Your Business

What is your exit strategy? Your company is ripe for sale. Now what? These days, your children or employees may not necessarily want to take over your business, but you still want to sell your business. So, what’s a successful entrepreneur to do?  Find a buyer, of course. Many savvy business owners know that nothing…

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Keep Calm, Stay Invested

Keep Calm, Stay Invested

Expect volatility, but avoid letting the headlines alter your plans. Recent headlines have added volatility to the markets. There will always be new headlines, and any of them could mean turbulence for Wall Street. As an investor and retirement saver, how much will this turmoil matter to you in the long run? Not as much…

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Major Risks to Family Wealth

Major Risks to Family Wealth

Will your accumulated assets be threatened by them? All too often, family wealth fails to last. One generation builds a business – or even a fortune – and it is lost in ensuing decades. Why does it happen, again and again? Often, families fall prey to serious money blunders. Classic mistakes are made; changing times…

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Three Key Questions to Answer Before Taking Social Security


Three Key Questions to Answer Before Taking Social Security


When to start? Should I continue to work? How can I maximize my benefit? Provided by Mark K. Lund, Financial Planner Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most…

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The Cost of Procrastination

The Cost of Procrastination

Don’t let procrastination keep you from pursuing your financial goals. Some of us share a common experience. You’re driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You’d been…

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Ten Years, Tremendous Gains

Ten Years, Tremendous Gains

A look at where stocks were in 2009 and how they have performed since. Where were you on March 9, 2009? Do you remember the headwinds hitting Wall Street then? When the closing bell rang at the New York Stock Exchange that Monday afternoon, it marked the end of another down day for equities. Just…

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Retirement Now vs. Retirement Then

Retirement Now vs. Retirement Then

Today’s retirees must be more self-reliant than their predecessors. Decades ago, retirement was fairly predictable: Social Security and a pension provided much of your income, you moved to the Sun Belt, played tennis or golf, and you lived to age 70 or 75. To varying degrees, this was the American retirement experience during the last…

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You Could Retire, But Should You?
 Provided by Mark K. Lund, Financial Advisor

You Could Retire, But Should You?
 Provided by Mark K. Lund, Financial Advisor

It might be better to wait a bit longer. Some people retire at first opportunity, only to wish they had waited longer. Your financial strategy likely considers normal financial ups and downs. That said, a big “what if” on your mind might be “what if I retire in a down time that doesn’t swing back…

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