3 Retirement Investment Mistakes Older Seniors Should Avoid

As you get older, it becomes more and more important to avoid making mistakes with your money. Nasdaq gives three mistakes that seniors should try to avoid.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.nasdaq.com/articles/3-retirement-investment-mistakes-older-seniors-should-avoid…

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Odds are, you’re better off buying an index fund. Here’s why

Mutual and exchange-traded funds are generally actively managed or passively managed. If your investments were actively managed in 2021, your returns may not have been up to par. According to this CNBC article, index funds are more likely to replicate their holdings and returns.   Enjoy this complimentary download: By submitting your contact information, you…

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Why Index Funds Are Still a Sexy Investment

When it’s time to start investing the cash you’ve earned, make sure you’re making the right choices in investments. While the latest trendy investment may sound cool, it might not be the most appropriate investment for you. In this article, FinanceBuzz discusses why index funds could be a good option instead.   Enjoy this complimentary…

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3 Reasons I Won’t Invest Like Warren Buffett

Originally appearing in Motley Fool, this op-ed discusses why investing like Warren Buffett may not be feasible for everyone.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.crossroadstoday.com/i/3-reasons-i-wont-invest-like-warren-buffett/ Investing involves risk, including the potential loss of…

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A Moderate Retirement Portfolio in 3 Buckets

Originally appearing in Morningstar, this article discusses how to divide your retirement portfolio into the three buckets – cash flow, transfer, and longevity.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.ncoa.org/article/your-retirement-portfolio-in-three-buckets Investing involves risk, including…

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5 savings mistakes people make when building their financial life

Originally appearing in CNN Business, this article discusses the five most common mistakes young adults make when starting ­­­out their financial lives.   Enjoy this complimentary download: By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products. Source Article: https://www.wishtv.com/news/business/5-savings-mistakes-people-make-when-building-their-financial-life/ Investing involves risk, including the…

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3 Warren Buffett Strategies for Building Serious Wealth

Here’s some advice to take to heart. Warren Buffet is not like a normal successful investor, he is a generous one. Check out this article by the Motley Fool, where Buffet discusses his top three ways of making strong investment choices.   Enjoy this complimentary download: By submitting your contact information, you consent to be…

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3 Best Ways to Invest for Retirement

nest egg

Taking advantage of these specialized retirement accounts can help you build your nest egg faster. Key Points A Roth 401(k) can let you sock away a lot of money for ultimately tax-free withdrawals. A Roth IRA has great flexibility in withdrawals, but contributions are a bit more limited. A Traditional 401(k) lets you get an…

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Some signs indicate Federal Reserve is already behind the curve on lifting rates, says Deutsche Bank strategist

federal reserve

Some labor-market indicators suggest that Federal Reserve policy makers are already behind on lifting interest rates, and supply shocks coursing through the U.S. economy would need to dissipate quickly for officials “not to be too far behind the curve,” says Deutsche Bank strategist Francis Yared. Those shocks are impacting both U.S. inflation and the labor…

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Tax Strategies You Don’t Want to Miss Before the End of the Year

connecting the dots

Many taxpayers will benefit from tax-loss harvesting this year, as well as changes in the rules around charitable giving To paraphrase an old saying, nothing may be certain in this world except death, taxes and thorny questions about tax-saving tactics. This is an especially perplexing time for many taxpayers trying to figure out the best…

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