November 2019 Letter of the Month One of the most well-known investors of the 20th Century, Benjamin Graham, said, "the investor's chief problem - and even his worst enemy - is likely to be himself." What Graham …
COLA Increase
Special Update: October 2019 You may have heard that the Social Security Administration officially announced that Social Security recipients will receive a 1.6% cost-of-living (COLA) adjustment for 2020. Those increased …
Four Mistakes That Can Upend Your Retirement
Pursuing your retirement dreams requires a bit of preparation. As you develop your vision for the future, make sure you avoid these retirement mistakes: Having No Strategy The biggest mistake is having no strategy at all. Yet, …
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Keep Up With Good Recordkeeping
Maintaining a sound financial life also means taking steps to help protect your important records. Here are three questions to consider as you organize your tax and legal documents: What records should you keep? You'll want to …
Questions About Medicare? Here Are Some Answers
Today's changing health care landscape makes understanding Medicare even more important. Whether you have questions for yourself or a loved one, the following answers may help. What does Medicare cover? Medicare is a federal …
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Tips That May Help Keep Your Electronic Financial Data Secure
These days, the majority of people have sensitive financial information online. In fact, 72% of Americans mostly access their banking accounts online or through mobile apps, continuing a growing trend.[1] As our lives become …
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Is Paying Off a Low-Interest Mortgage a Good Idea?
For many families, a home loan constitutes a significant portion of their household debt. As a result, some people choose to reduce this debt as much as possible before entering retirement. In fact, nearly one in three retirees …
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Why Timing the Market Doesn’t Work
Today's market conditions may feel a bit uncertain. Between international trade tensions, changes from the Federal Reserve, and increased volatility, some investors react emotionally and may want to make changes to their …