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How to Avoid the Top 3 Financial Fears in Retirement

Blog

How to Avoid the Top 3 Financial Fears in Retirement

You’ve worked hard for your money and during your retirement years, you want to have confidence that you can enjoy it. However, many retirees have common concerns as they move from asset accumulation to asset preservation. “Am I spending too much?” “Have I set aside enough for long-term care?” “Will I outlive my assets?” These are all questions many retirees think about.

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What is goals-based planning?

Blog

What is goals-based planning?

The first step to goals-based planning is to sit back, relax and day-dream. Or, break out a bottle of wine and sit with your partner and just talk about what you see your life looking like in the future. Ask yourself, “What is it that I really want?”

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3 Reasons To Consider Long-Term Care Coverage

Videos

3 Reasons To Consider Long-Term Care Coverage

Many are surprised to learn that Medicare doesn’t cover long-term nursing facilities or in-home care. Long-term care insurance can help offset these high costs. Looking for guidance? Watch the video below to learn 3 reasons to consider long-term care coverage and see how a financial advisor could help.

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Long-Term Care

Infographics

Long-Term Care

Do you know someone who has recently been diagnosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia.

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How Millennials Can Pursue Financial Success

Videos

How Millennials Can Pursue Financial Success

Millennials are the most technologically-savvy and educated generation to-date. Although they have many options, where can they obtain financial advice? Watch the video below to learn how a trusted financial advisor can help.

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Millennials

Infographics

Millennials

Is a million dollars enough to last a lifetime? Many often think they have enough to live on until they plan to retire; however, they don’t consider the lifestyle they want to live post-retirement. View our infographic here to quantify a million.

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Life & Money

Videos

Life & Money

We view your wealth as a tool to help you get the things you want out of life. How do you prioritize spending versus saving? Watch this video to learn how these decisions can impact your long-term goals.

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Diversified Growth

Videos

Diversified Growth

Watch this video to learn about the Diversified Growth strategy.

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Diversified Tactical

Videos

Diversified Tactical

Watch this video to learn about the Diversified Tactical Strategy.

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All Seasons

Videos

All Seasons

Check out this video to learn about this strategy.

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