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June 30, 2020
Minimize Regret Over Maximizing Returns

By Doug Buchan

“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more

Behavioral Finance / Investing / Retirement

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June 29, 2020
Cultivating an Abundance Mindset, Even in Difficult Times

By Becca Craig

Cultivating an “abundance mindset” might be far down your list of what needs attention today. In times such as these, you might even believe that the thing most in abundance right now is a mounti... Read more

Behavioral Finance

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June 29, 2020
Have a Conversation, for You and Your Family

By Connie Brezik

During this pandemic, you may have family or friends whose health has been directly affected by COVID-19. And the longer you live, the more people you know will face significant health concerns.... Read more

Financial Planning

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May 6, 2020
The Key To Saving More For Retirement: Using Your Imagination

By Tim Maurer

The coronavirus is dominating our attention so pervasively in the present moment that the notion of retirement seems even more distant for savers. That’s understandable—natural, even. But it’s pr... Read more

Retirement

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April 6, 2020
CARES Act Relief for Retirement Account Owners

By Buckingham Team

Several provisions of the massive coronavirus stimulus package – the CARES Act – signed into law March 27, 2020 deal with retirement accounts and offer relief both to their owners and beneficiari... Read more

Retirement

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November 7, 2019
How to Craft a More Fulfilling Vacation

By Tim Maurer

With the back-to-school chaos behind us, the year’s end and the recurring planning topics that correspond with those boxes on the calendar—tax and retirement planning, and especially charitable g... Read more

Financial Planning

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October 31, 2019
7 Financial Tips to Avoid Leaving Money on the Table

By Jonathan Scheid, CFA, AIF

The holiday season is approaching, and while our focus may soon turn to turkey, travel and the New Year, we need to make sure we don’t neglect our finances before the ball drops. Below are seven... Read more

Financial Planning

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October 24, 2019
Finding and Supporting Your Passion

By Loring Ward Team

Donating to a nonprofit organization is a wonderful way to make a positive impact on an issue that connects to your values. Currently, 2.7 million nonprofits in the U.S. are looking for donors an... Read more

Financial Planning

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August 23, 2019
Why Dismissing Social Security in Your Retirement Plan Is a Mistake

By Jarrett Simpson

When the subject of Social Security comes up during retirement planning conversations, both younger and older investors often greet it with a healthy dose of cynicism. Such discussions tend to in... Read more

Financial Planning / Retirement

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May 23, 2019
Planning a Successful and Meaningful Life in Retirement

By Larry Swedroe

While about 10,000 Americans retire daily, most people seem to spend less time planning for retirement than they do for vacation. According to a 2016 survey by GoBankingRates, the result is that... Read more

Retirement

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