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Cautious optimism: A balancing act
As history has proven, “cautious optimism” works. But history is written across years and decades, not three quarters.
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Past Articles
For What It’s Worth: Ducks in a Row
By Joel Dresang I took a cue from a meme tweeted by the Internal Revenue Service. It encouraged taxpayers to prepare for the filing season by getting their “ducks in a row.” I am familiar with the expression, which means to get ready by arranging and organizing, by getting your facts straight. I wondered, though, about its origin. I wasn’t alone. […]
Retirement spending with heirs in mind
Strategies for tapping retirement accounts can vary when investors expect to leave money behind. As he explains in a MONEY TALK VIDEO, Dave Sandstrom says retirees should plan to consider the consequences their withdrawal choices might have on their beneficiaries. […]
Rebalancing: Better safe than sorry
By Joel Dresang I get it. Rebalancing was wise. Still, the process was a bit unnerving for me. And it didn’t help that I did the math. […]
Get online with Social Security
Added security is one more reason everyone who’s eligible should establish an online Social Security account. The sooner you set one up, the harder it will be for an imposter to set one up in your name or using your Social Security number. […]
Deciding which retirement accounts to tap
In a MONEY TALK VIDEO, Dave Sandstrom explains the differences among various retirement accounts. […]