Posts in Personal Financial Pla...
Understanding Differences in the “Flations”

Over the past 3 years, the word “inflation” has dominated the headlines. In the current environment, there seems to be some confusion among investors and consumers regarding this term and what is happening. Therefore, we thought it would be a good idea to go over some of the key “flation” terms and clarify what each means and where we are today.

 

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Financial Planning and the Importance of Discipline

For most, achieving financial success isn’t about picking the right stock, saving to the right account, or even finding the perfect advisory firm. Financial success is most often achieved through discipline, intention, and consistency.

 

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How Do You Compare Target Date Funds?

Target Date funds have grown in popularity over the last decade especially inside employer benefit plans such as 401Ks.  On the surface, they all seem to be exactly the same.  First, you pick your fund based on your anticipated retirement date.  Then you let the manager handle the rest – they utilize their glide path and make the portfolio more conservative as you approach retirement.  While true, behind the scenes there are subtle differences that investors should be aware.

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