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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
When it’s time to retire
By Joel Dresang A recent Gallup survey found retirement security to be the top financial worry among Americans – named by 64% of respondents. And yet, a lot of studies suggest Americans are unprepared to quit working. The National Institute on Retirement Security found that nearly two-thirds of workers 55 to 64 years old had savings amounting to less than one year of their income. Nearly a third had nothing saved for retirement. […]
Advancing age, declining capacity
Declining financial skills may be inevitable as we age. Accordingly, we should take steps to protect our wealth from ourselves.
Retirement 101: Having a plan
Most people spend more time and energy arranging vacation or a night out than they do on planning their retirement. When it comes to retirement, it pays to have a plan.
Retirement plans of a young professional
By Jasmine Gladney This summer, I had the opportunity to intern with Landaas & Company. Throughout my internship, I shadowed different investment advisors, and there was a theme of retirement. Retirement seems far away. I am 23 and just beginning my professional career. But I realize I should start planning now. The question is how? […]
Cleaning up after identity theft
By Joel Dresang The Amazon.com bill I got in the mail totaled $2,838 for three robotic vacuum cleaners. The problem was they weren’t mine. My identity was stolen. I didn’t order those vacuum cleaners. I don’t even have an Amazon card. Someone assuming my identity opened a card in my name. […]
Having the confidence to retire
To have confidence to retire, have a plan, assess your resources and allocate them for both growth and short-term security, Art Rothschild advises in a MONEY TALK VIDEO. […]