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Awareness of retirement income
After years and years of accumulating assets, we’re about to begin years and years of drawing them down.
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Past Articles
Gender gaps in financial literacy
By Joel Dresang Even with a greater role in family finances, women collectively have shown less confidence and lower scores in financial literacy. […]
When should I …take my required minimum distribution?
Another frequently asked question on moves investors should consider: When to take required minimum distributions from IRAs.
Financial literacy test – The answers
Test your financial literacy See how you did answering questions in this financial literacy test devised by researchers at George Washington University and the University of Pennsylvania. The correct answers are in bold. 1. Suppose you had $100 in a savings account and the interest rate was 2% per year. After 5 years, how much…
Retirement: Thinking about spending
Although retirement is the most expensive purchase we’ll ever make, only 34% of workers have estimated their retirement expenses.
Rebalancing: More investing, less emotion
A strategically balanced investment portfolio is a moving target. The optimal balance can shift with individual circumstances or asset performance. In a MONEY TALK VIDEO, Steve Giles explains how occasional rebalancing can help investors more objectively consider when and how to readjust their holdings. […]
Putting housing in its place
By Joel Dresang Think of your home as your castle, not your bank. […]