Insights
How Retirees Should Manage Their Finances in Turbulent Financial Market Downturns
The financial markets are unpredictable, often fluctuating based on economic...
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Why Generic Financial Advice Can Be Risky for Retirees
Over my 30 years of experience advising clients, one common...
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Why Investing in Annuities and Individual Bonds Is Safer Than Bond Mutual Funds
Investing wisely is one of the most important decisions you...
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Why Pre-Retirees and Retirees Should Consider Exiting the Stock Market
For decades, financial advisors have consistently urged investors to “stay...
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