Will Your Money Last Long Enough?

Discover 3 simple steps to avoid running out money when you need it most.  Even if you have something in place, this guide provides research and analysis you can use right now.

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The Latest From Our Blog

Warren Buffett: "Stocks Are Going Higher"

Warren Buffett will not let a little bit of volatility scare him out of the stock market. "Stocks are going to be higher," Buffett told CNBC's Becky Quick on Monday. Buffett reiterated that he was a long-term investor, saying he expected prices to be "a lot higher" 10 years or 20 years from now. He likened owning stocks to owning a home, saying that if homeowners expec [...]

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Investor Jeopardy

"I'll take Portfolio Maximization for $300, Alex." Without proper coaching, investors may be playing Jeopardy with their portfolios. Join us at the Investor Coaching Event to outsmart average investors and win the game of Investor Jeopardy! Join us on July 27 at Liberty Hall in Kimberly to take the Jeopardy out of your retirement portfolio. We'll tackle the tough questions [...]

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Forecasting the Market is Gambling

Believing that someone out there, whether it's you, or the broker, or some money manager who's on the cover of a magazine, can actually predict and forecast the future and pick all the best stocks and post massive returns, is not the folly of weak minds. It is most often the folly of the most brilliant minds. Many financial experts seem to have a crystal ball. You hear the [...]

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3 Steps to avoid running out of money in retirement

Have you ever wondered why someone with a seemingly average job was able to have money well into retirement,  while some people who made great money end up broke? From the outside, the difference isn’t obvious. The biggest problem is that most American’s don’t know how long their portfolio will last. You may have heard others talking about "wealth building" strategies [...]

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